Wealth Management & Financial Planning for an Uncertain Future

Your Financial Health

As interest and mortgage rates rise and fall, and the stock market fluctuates, the future can feel very uncertain. Protect yourself and your loved ones financially by taking a proactive approach financial planning - call the wealth management professional at Beacon Wealth Management.  We will use investment and retirement planning to help you lay a strong foundation on which you can build your future.

Beacon Wealth Management proudly serves the financial needs of clients in Vermont and across the country by providing the following services:



* Pre- and post-retirement investment and income analysis.

* Customized retirement cash-flow that provides a picture of your overall portfolio.



* Building an investment portfolio designed to meet your short-, mid-, and long-range goals.

* Tax efficient investment preparation.

* Providing help to select appropriate investment products to meet your unique needs and attain your personal investment goals.



* Cost benefit analysis of your Health, Life, and Disability Income, and Long Term Care Insurance.  Providing company comparisons to get you the best individual coverage at what you can afford.