|
"We help clients accumulate, preserve, and distribute wealth."
At Beacon Financial Group, we work on behalf of businesses and families to help them meet their financial goals. Our goal is to help clients maximize value and minimize risk for their assets.
Beacon Financial Group is dedicated to clients. We improve the financial security of
families, individuals, businesses and professionals. We use our talents and skills to
implement a systematic and structured financial planning process. In the pursuit of success for our clients, we follow our core values:
-
Preserve our clients' capital
-
Help them legally avoid as many taxes as possible
-
Make sure our clients' money works hard for them
-
Help children and grandchildren realize the importance of inheritance
-
Build their financial security so they don't have to worry
-
Free clients so they can do things they most want to do with their lives
-
Help clients meet their goals and satisfy their needs.
We believe that the pursuit of your financial goals deserves full-time professional advice. Whether you are saving for retirement or for your child's education, the help of your Beacon Financial advisor can add value to your current investment strategy. Beacon Financial Group can help you define your long-term investment objectives and build a personalized investment portfolio based on those goals. By not losing sight of your long-term goals, we are committed to helping you ride out short-term market fluctuations.
Beacon Financial Group recognizes the importance of getting to know you: your financial needs, your financial goals, and your lifestyle. We do not focus on proprietary products. Beacon has the flexibility to choose from a wide range of investments to meet your financial objectives. Whether you are looking for institutional portfolio management services, indexed mutual funds, or a diversified account that includes mutual funds, stocks, and bonds, we can help. Beacon has the freedom needed to select investments that are most appropriate for you.
Changes in your financial situation may prompt your Beacon Financial advisor to recommend adjustments to your investment portfolio based on your new financial needs.
Beacon Financial Group is an NFP company. As an NFP company, we believe our responsibility is to provide access to sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. Some of our professionals are also registered investment advisors through Beacon Financial Group, A Registered Investment Advisor.
**********
Beacon Financial Group
17300 Preston Rd, Suite 120
Dallas, TX 75252
Tel: 972.726.9888 * 972.239.2266 * toll free 800.201.4373
Fax: 972.726.9880 * 972.866.7788
Email:bmoses@beaconnfp.com * sengro@beaconnfp.com * mdiamond@beaconnfp.com
Securities offered through Registered Representatives of NFP Securities, Inc.,
A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered through Investment Advisory Representatives of Beacon Financial Group, a Registered Investment Advisor. Beacon Financial Group is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. and Beacon Financial Group may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not
all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000
|