Those that end up as clients of Beacon Retirement Group want a relationship with an advisor that takes a personal interest in them.  We will learn your story, who you are, what you have done, your kid's names, your greatest vacation, etc.  That's where a relationship with Charles Hackett and Beacon Retirement Group starts.  

Once you know each other, the planning can begin.  We must understand you, your dreams, goals, concerns, risk tolerance, etc.  Once established, we will look to other items of equal importance, such as:

• Liquidity - How much money you should have readily available in an emergency?
• Health - Are there any potential issues that could affect planning?
• Family - Are others counting on you financially now or in the future?
• Lifestyle - Are you living the kind of life you want to?  If not, how can we get you there?
• Income - Are you on the right track so that it's sufficient for your life?
• Taxes - Are their any ticking time bombs you aren't aware of?
• Insurance - Are you under, over, or properly insured should something happen?

News and Information
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Mutual Funds
Morningstar Managed Portfolios