Does your financial life need an extreme makeover? A large percentage of Americans are unprepared for retirement
and feel disorganized when it comes to money. Wouldn’t it be nice to see everything in one complete picture and
know if you are on the right track? Knowing all the facts can help answer important questions such as, “Am I saving
enough, when can I retire, and do I have enough to pay for college?”
Beacon has an online technical solution that brings all of the moving parts together including banking, credit cards,
insurance, investments, and trust and estate planning documents. In addition, an ‘awards manager’ will organize your
airline miles, hotel and travel points, and other various rewards programs into one complete dashboard. You can
even upload all your important financial and legal documents to your ‘vault’ and access what you need at any time
from your mobile device, iPad, laptop, or desktop computer.
Your extreme money makeover begins with a private consultation with Mark Germain, CFP®, ADPA®, MBA –
founder and CEO of Beacon Wealth Management in Hackensack, NJ. Mark has over thirty years of trusted
experience giving financial guidance to entrepreneurs, medical and business professionals.
This package includes 6 hours of meeting time: face-to-face, over the phone or Internet and is valued at $3,000.
Donated by Norman Sohn, MD, MBA and Mark Germain, CFP®, ADPA®, MBA – Beacon Wealth Management, LLC