Beacon Financial Strategies
Financial Advising
Why pick this one
Beacon Financial Strategies specializes in tax-centered financial planning and has been serving clients in Raleigh since 2004.
Best for
- mid-career professionals needing comprehensive financial guidance
- pre-retirees planning for retirement
- retirees ensuring financial stability
Look elsewhere if
- clients seeking hourly or one-time financial advice
- budget-sensitive individuals with less than $1 million in assets
Specialties
- tax-centered financial planning
- retirement planning
- investment management
- estate planning
- asset protection
Certifications
- AIF
- CFP
- CPA/PFS
What makes them different
- fee-only fiduciary advisory firm
- focus on tax efficiency in investments
- flat annual advisory fee structure
- experience in comprehensive financial planning
- dedication to long-term client well-being
- Years in business
- 19
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 7100 Six Forks Rd, Raleigh, NC 27615-6156
- Phone
- +19198033801
- Website
- http://www.BeaconFinancialStrategies.com/
- user@domain.com
Services
- comprehensive financial planning
- tax planning
- investment management