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.
Providing company comparisons to get you the best individual coverage at what you can afford. If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics. Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Providing company comparisons to get you the best individual coverage at what you can afford. If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics. Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Services
Our Goal is to work with you, and for you, to prepare a financial strategy that helps you meet your unique needs and goals. Our job is to help you get to the next level. We want to work with you for many years, and hope you will benefit greatly from our services. Therefore, it's our objective to provide excellent customer service and sound analysis to help meet the needs and wants of our clients.
John Olson is a financial service professional and principal at Beacon Wealth Management in Vermont. He works with business-owners, executives, and their families to develop a unique step by step plan that simplifies all affairs into a single comprehensive system. He provides investment planning, estate analysis, retirement planning, insurance planning, tax reduction strategies, and cash flow analysis.
We hold licenses for our services in numerous states. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. Life is about change and that change is constant and we are there to work with you through all significant events in life; marriage, birth, college planning, retirement and estate planning.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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