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: Professional Organizations and Governmental Agencies
Social Security Agency
The Securities and Exchange Commission
News and Information
The Wall Street Journal
CNN Financial News
Mutual Funds
Morningstar Managed Portfolios