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Retirement Planning


Educational Seminars on Family Financial Situations

Beacon Financial will provide customized educational seminars and meet with members individually. Our goal is to help your members better understand their financial situations, educate on current programs available so they can be prepared for a more secure retirement. We cover the following topics and common questions:Beacon Financial will provide customized educational seminars and meet with members individually. Our goal is to help your members better understand their financial situations, educate on current programs available so they can be prepared for a more secure retirement. We cover the following topics and common questions:

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Life Insurance Policy

Few would argue against the importance of having life insurance, especially if there are others who depend on your salary, for example; children, spouse and/or other family members. Upon your death, a life insurance policy will pay your beneficiary a lump sum that can; replace lost income, pay off outstanding expenses (mortgage, debt, vehicle, etc.), cover final expenses, and/or go towards children’s education.

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Pension Maximization

Get the Most Out of Your Pension & Secure Your Family’s financial Security Pension maximization is an effective solution that works for married individuals who are current participants in a pension plan. Pension maximization helps you receive your maximum retirement benefits and guarantees your surviving spouse an income after your death. The pension maximization strategy

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