Welcome to Beacon Financial Advisors!

Do you want to:

• Reduce your income taxes?
• Save for a new home?
• Plan for your children's college education?
• Are you wondering if you are saving enough for retirement?
• Are you looking for an unbiased second opinion on your investment strategy?

Beacon Financial Advisors, LLC, is a Fee-Only financial planning and Registered Investment Advisory firm offering comprehensive financial & tax planning services to individuals and families of all walks of life.

Mission

Our goal is to provide professional, unbiased advice and guidance to empower our clients to make the best financial and tax decisions possible.

We offer a complimentary, no obligation introduction meeting to begin your financial planning process. The meeting will last approximately forty-five minutes, and will involve a discussion of your financial goals and objectives, and how we can help your realize those goals. To schedule your meeting, please call us at (816) 739-4853, or send an email to info@beacon-advisor.com.

Why Fee-Only?

The beauty of Fee-Only, by-the-hour services is that you pay for just the time your advisor works with you or for you. Just like the as-needed, professional services provided by your doctor, dentist, attorney or CPA, you pay for just the amount of time you use, when you use it.

This type of hourly, as-needed financial planning and advice is a good fit for "do-it-yourselfers"... competent, self-directed people who periodically need or want a second opinion or validation of their current plans and/or investment portfolio. They prefer, however, to manage some or all of the implementation on their own and typically do not want to "turn-over" the ongoing management of their financial affairs to an advisor. These people can often be "just starting out" - or they can be quite wealthy.

In addition, Fee-Only financial planners do not sell financial products such as investments and insurance, and do not accept sales commissions. They work solely for their clients. There are no third-party relationships or outside influences to color their thinking and financial recommendations. With Fee-Only financial planners, all conflicts of interest regarding compensation are removed. For more information on Fee-Only financial planning, including our Code of Ethics, Fiduciary Code and member requirements, please visit NAPFA.