Financial Planning for All of Life's Seasons

No matter where you are in life, we can help you plan for tomorrow.

Encompassing Your Financial Future

Beacon Retirement Group, founded in January 2000, is a retirement planning, investment strategy, and insurance planning firm serving clients in New England and beyond.

We help you identify your ideal retirement and financial aspirations and create a plan that puts you on a path towards your goals. As needs change or goals require adjustment, you can be reassured we will update and retune your plan accordingly.

We believe in long-term relationships built around trust and honest, open communication. We are a resource for our clients and their families, whether recommending a financial path, simply answering a pressing question, or providing a referral to a local professional, such as a CPA or attorney.

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Welcome to Our Practice!

We are excited to meet with you and learn about the plans, hopes, and dreams you have for your financial future.

In order to assist you, we have assembled an experienced team of professionals dedicated to service and support, a thorough process that allows us to understand your situation and determine appropriate recommendations and strategies, and a broad spectrum of products and services for your consideration. Our overriding goal is to get you from now to the retirement you envision and deserve.

To learn more about our practice, please review the sections linked here. When you’re ready let’s set up an in-person meeting at our office in Dover, NH or schedule a conversation to see how we can help you.

Our Experience

Our team has the knowledge and experience to help put together your financial plan or strategy, and maintain it as life changes occur.

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Our Services

We provide clients with financial planning and investment services, and access to a wide array of investment and insurance products.

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Our Process

Building a custom financial plan is a process that begins with understanding your current situation and learning your plans and goals.

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Our Partners

Our relationships with NPA and LPL Financial provide us and our client with strong regional and national support.

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Helpful Resources

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Let's Begin the Conversation!

Every journey begins with a single step.

When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.

If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.

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