You can find "tools" or "products" anywhere from anyone.  You want stocks?  Go here!  You want mutual funds?  Go there!  But this is not the place to shop for those things.  Do we use them, sure.  But what our clients want is a relationship with an advisor that takes a personal interest in them.  Tell us your story.  Who are you?  What have you done?  What are your kid's names?  What was your greatest vacation?  That's where a relationship with Charles Hackett and Beacon Retirement Group starts.  

In today's fast-paced corporate world, personal attention is hard to come by.  Charles believes in providing personal attention and maintaining accessibility for his clients.  "It's the way our parents liked to do business, right?  And that's good enough for us!"

Once we know each other, a prudent investment strategy can begin.  We start with understanding you, your dreams, goals, concerns, risk tolerance, etc.  Once established, we might then 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 would require access?
• Family - Are others counting on you financially now or in the future?
• Lifestyle - Are you living the kind 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 under, over, or properly insured should something happen?

News and Information
The Wall Street Journal
CNN Financial News

Mutual Funds
Morningstar Managed Portfolios