Whether you are an individual looking for financial planning and investment advice or an adviser looking to grow your business our network is your network.
Beacon Financial Education gives our clients access to a worldwide network of financial professionals, such as financial advisors, insurance professionals as well as tax & accounting professionals that allows them to provide a seamless service, no matter where you are in the world.
We provide our Clients with international and U.S. financial products and services that meet their needs for financial control, stability and simplicity. Our clients are Americans, internationals, and local nationals—managed by a team of advisors that understand the financial regulations, cultures and more in the countries where they reside.
Beacon Financial is a financial advisory practice dedicated to helping our clients reach their financial goals. We believe each of our clients is unique whether their goals are retirement, children’s education, or whatever is important to them; - our advisors will custom tailor a solution for our clients. Financial advice doesn’t stop there; life is evolving, so ongoing world-class service is our foundation. Our International Practice is unique in that it’s dedicated to working with Americans and those with a U.S. “nexus” who are based overseas. Our Law Enforcement Practice has been dedicated for the last 10 years to those who protect and serve across the U.S.. Providing financial education and benefits to organizations that represent over 100 law enforcement agencies. Our clients range from police officers in major cities to State troopers to officers patrolling our borders. A Beacon Financial Guiding Principle – “We believe there is nothing more noble than being of service to others”.
No other firm can open more doors for you or duplicate the extensive network of individuals, products and businesses we offer at BGAN. No other firm can give you a consistent flow of new business and revenue-generating opportunities or help you shape the increasing importance of technology to the client experience.
At BGAN, our agenda is your agenda. We give you the autonomy to run your business as you see fit, with quality support and advice to get you to the next level, whatever that may be for you. At BGAN, we provide strategic coaching, sound advice, and a customized plan that allows us to focus on your overall strategy—while you continue to work through the day-to-day aspects of your business.
As former C-suite level executives for Fortune 500 financial services companies and advisors ourselves, we’ve stood in your shoes and worked with hundreds of advisors across the county.
We understand the issues and challenges you’re facing—acting as a fiduciary, staying compliant, increasing reporting requirements, and spending time with your clients. Our mix of personal experience, financial services industry knowledge and out-of- the-box ideas can help guide you along the way.