Comprehensive Financial Planning Package
Item Number: 305
Time Left: CLOSED
Description
It’s never too late to get your finances in order and make sure that you are on the right track. Beacon Wealth Management, a fiduciary, fee-based registered investment advisory firm in Glen Rock, NJ is offering a comprehensive financial planning package which includes the following:
18 hrs total - Meeting, Analysis and Plan Preparation
- Investment Planning
- Tax Planning
- Retirement & Estate Planning
- Employment Benefit Analysis
- Insurance Assessment & Risk Management
- Charitable Giving
- Philanthropy
This package also includes a personal, confidential consultation with Mark Germain, CFP®, MBA – Founder and CEO of Beacon Wealth Management and a registered investment advisor with over 30 years of experience.
Special Instructions
Beacon Wealth Management utilizes a fee-based, no commission fiduciary structure. At Beacon you will receive personal attention and expert guidance with the creation of your customized, personal comprehensive financial plan.