At Beacon Financial Strategies, we help clients achieve their goals, utilizing our extensive tax knowledge to drive financial and investment decisions. Based in Raleigh, N.C., our fiduciary advisory firm is dedicated to tax-centered financial planning that helps give you certainty that we are focused on your long-term well-being and that you are on the right path toward achieving your objectives.
Our financial planning firm works with people seeking direction when embarking on a life transition. Those who understand the interconnected nature of financial, tax and investment decisions. And those who recognize the enormous impact that a partnership with a team of planning, tax and investment professionals can help deliver when making strategic financial decisions.
Our financial planning firm works with people seeking direction when embarking on a life transition. Those who understand the interconnected nature of financial, tax and investment decisions. And those who recognize the enormous impact that a partnership with a team of planning, tax and investment professionals can help deliver when making strategic financial decisions.
Services
Our founders, Chip Hymiller, AIF(R), CFP(R), and Erin Campbell, CPA/PFS, CFP(R), recognized early on that individuals and families face complex and interrelated financial issues especially when it comes to retirement planning, investment management and tax planning.
The two established Beacon Financial Strategies in 2004 with a commitment to providing clients with a breadth of knowledge in comprehensive financial planning that most investment advisors lacked.Based in Raleigh, N.C., we draw on our tax knowledge to drive the financial and investment decisions that we help our clients make, while taking a long-term perspective toward achieving their goals.
The two established Beacon Financial Strategies in 2004 with a commitment to providing clients with a breadth of knowledge in comprehensive financial planning that most investment advisors lacked.Based in Raleigh, N.C., we draw on our tax knowledge to drive the financial and investment decisions that we help our clients make, while taking a long-term perspective toward achieving their goals.
This article provides insight into a number of strategies and methods for making charitable gifts. On this episode of Finance In A Flash, we continue our series on Mid Career Professionals by discussing different savings strategies. Erin and Nick discuss what types of accounts you should save to, and in what order.
We want you to feel confident that your financial goals can be met throughout the stages of your life. We can help you achieve your goals by serving you in three primary areas: strategic financial planning, tax planning and investment management. We give these areas equal weight because they regularly overlap in the context of your comprehensive financial plan.
We specialize in helping mid-career professionals, pre-retirees and retirees who are seeking comprehensive financial direction, particularly when embarking on a life transition. You are in the prime of your career and also busy with family and other commitments.
You want a financial plan that can help you meet your current goals, such as taking care of your children and managing a mortgage, while also planning for the future, such as building a comfortable retirement and saving for your children's college expenses.You can see retirement on the horizon within the next 10 years.
You want a financial plan that can help you meet your current goals, such as taking care of your children and managing a mortgage, while also planning for the future, such as building a comfortable retirement and saving for your children's college expenses.You can see retirement on the horizon within the next 10 years.
Our Net Worth Management service is best suited for those who value and understand the impact of an ongoing professional financial advisory relationship. We partner with our clients to provide advice-driven solutions within a fiduciary framework. Beacon charges a flat annual advisory fee that is quoted upfront and billed to clients on a quarterly basis.
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