At Beacon Financial Group, we understand that running a business comes with its own set of financial challenges and opportunities. We're here to help you create a clear plan to grow, protect, and sustain your business for the long haul.

Retirement Plans 
Plan for your future while taking care of your employees. We'll help you implement retirement plans so you can save for retirement and offer valuable benefits to your team, making your business a place where people want to stay.

Business Succession Planning
Ensure your business's legacy. We'll help you prepare for the future by creating a succession plan often using a buy/sell agreement that outlines what happens when you retire, sell, or pass on the business, so your hard work continues long after you're gone.

Insurance & Risk Management
Protect your business from the unexpected. From Key Person Insurance to Disability Insurance we'll help you identify the risks you face and ensure your business is properly protected so you can focus on growth.

Employee Benefits & Compensation Planning
Attract and retain top talent with customized employee benefits and compensation strategies. Whether it's health benefits, stock options, or bonuses, we'll help you design packages that make your business a great place to work while managing costs effectively.