Beacon Financial Planning

Beacon Financial Planning, Inc. is an independent “Fee-Only” financial advisory firm focused on providing Personal Financial Planning and Investment Management services to families and individuals who seek to grow and preserve their financial resources to achieve both immediate and long-term life goals. The objective nature of our advice is ensured through our fee-only compensation structure.

We offer comprehensive, objective, and personalized advice and financial management services to our clients who often lack either the time or the specialized training required to effectively manage their increasingly complex personal financial affairs. Our services can also be tailored to one or more specific areas of financial planning such as college funding or retirement funding. Beacon Financial Planning, Inc. is registered with the state of California as an investment advisory firm. To obtain a copy of our Form ADV Part II, please see our forms section.