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Member

Beacon Financial Planning, Inc.

Categories

Finance/Banking

About Us

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime.

We are a compassionate team of professionals you can trust to collaborate with integrity on your financial goals.

We look forward to connecting if:
~ you are near retirement and looking for guidance on whether or not you can retire comfortably
~ you are currently retired and want to review your financial plan including: your goals, income strategy for your lifetime, investment portfolio, tax efficiencies and estate plan
~ you are going through a life transition (new job, career change, divorce, loss of spouse, etc.) and need professional guidance to better navigate your options and overall picture

Give us a call: 508-790-7039

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Jobs

Financial Advisor
Category: Financial Services
Position Description: Financial Advisor  Client: Beacon Financial Planning, Inc  About BFP:  Based in Hyannis, Beacon Financial Planning is a Fee Only, Independent advisory firm. Their clients rely on them  to assist with all the moving parts of their financial journey so they can focus on that which is most important to  them.  BFP has built their reputation on trust, integrity, and a commitment ...read more
Contact: Katie Brennan Kane
Phone:(508) 790-7039