

PREPARING FOR A SATISFYING RETIREMENT
We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.
Comprehensive Wealth Management is multifaceted and can be overwhelming. We believe an office of one professional advisor and an assistant cannot handle the complexity of today’s financial world. It requires specialized expertise in several areas of wealth planning.
We have assembled an entire family of local professionals to provide an effective client experience. All of our team members are passionate about taking a very hands-on approach to serving your family. As you advance through our wealth advisory process, we will engage our entire professional network to begin working together on advanced planning issues such as complex tax reduction, wealth transfer, family protection, and estate & legacy planning.
In addition, we have a nationwide network of wealth advisor partners that we collaborate with on investment portfolio research and allocation decisions, along with best practices to serve our clients.
Just like you don’t trust just anyone with your savings, we can’t help everyone that wants to work with us. In this call, we’ll make sure we are a good fit for one another.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.