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 Hackensack, NJ is offering a comprehensive financial planning package to help you reach your goals.

The creation of your personalized plan begins with a private consultation with Mark Germain, CFP®, MBA. Mark is the founder and CEO of Beacon Wealth Management and has over thirty years of trusted experience giving financial guidance to high net-worth individuals and families.

Your financial planning package includes 18 hrs total of meeting, analysis and plan preparation covering the following areas:

Investment Planning

1. Portfolio Analysis


2. Tax Planning


3. Retirement & Estate Planning


4. Insurance Assessment & Risk Management


5. Employment Benefit Analysis


6. Charitable Giving