Beacon Financial Group

Beacon Financial Group Financial Planning, Retirement Planning, Protection Planning, Voluntary Benefits. Beacon Financial Group started as an idea. The result? Beacon Financial Group.

Let’s take a group of experienced, accredited consultants who are dedicated to placing the needs and goals of their clients above all else. Then we’ll provide them with the tools they’ll need to work with any management company they choose and access to the best technology around. We currently provide financial consulting to individual investors nationwide. Personal, attentive service and an underlying commitment to helping our clients understand the complexities of the financial world are the cornerstones of our mission.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
10/10/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
10/09/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
10/08/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

The key to healthcare in retirement might be a patchwork of different choices.
10/06/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Tax time can be a good time to give your household budget a checkup.
10/05/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
10/04/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
10/03/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
10/02/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
10/01/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Where do you begin when buying a home? This article has some pointers.
09/30/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Address

101 Town Center Drive, Ste 111
Warren, NJ
07059

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