Annuities

Annuities offered through Beacon Wealth Services. We take pride in providing comprehensive retirement planning services to our clients.

Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.


We offer:

  • Insurance Planning
  • Beneficiary Review
  • Retirement Income Planning
  • Estate Preservation
  • Income Planning

Just imagine a complete portfolio, where most of your financial and estate needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

REQUEST AN ANNUITIES QUOTE