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Company Intro

%%COMPANY NAME%% serves %%CITY, STATE%% and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement strategies and solutions that result in robust financial health, clarity and security. Our foundation for success at %%COMPANY NAME%% is an unyielding commitment to our clients that leads to lifelong relationships.

%%COMPANY NAME%% arms individuals with custom-tailored retirement strategies that meet short and long-term needs.

Our goal at %%COMPANY NAME%% is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative insurance solutions to achieve financial independence.

We empower our clients to navigate today’s complex financial world with customized strategies that fit their personal, family, and business needs.


GET IN TOUCH


GET IN TOUCH



1(800) 994-8993
info@beaconwealthadvisory.com

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Asset Allocation & Risk

Asset Allocation & Risk


We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.

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Insurance Solutions

Insurance Solutions


Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.

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Income Planning

Income Planning


Income planning for retirement can be a daunting task because there’s a lot to learn. At Beacon Wealth, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

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Gen Vault

Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents. Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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GET IN TOUCH

Phone: 1-800-994-8993
Address: 10965 Granada Lane
Suite #104 Overland Park, KS 66211
Email: info@beaconwealthadvisory.com
Fax: 913-416-9074
Hours: 9am-5pm Monday-Friday

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Beacon Wealth Advisory and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Beacon Wealth Advisory, a Registered Investment Advisor in the State of Kansas. Insurance products and services are offered through Beacon Wealth Services. Beacon Wealth Advisory and Beacon Wealth Services are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Kansas or where otherwise legally permitted. Beacon Wealth Advisory, Beacon Wealth Services and Jenna Cairns are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. This site has links to other web sites as a convenience to our customers. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site. When you follow a link to one of these sites neither Beacon Wealth Advisory, nor any agency, officer, or employee of the Beacon Wealth Advisory warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public. BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

If a business has been accredited by the Better Business Bureau (“BBB”), it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public. BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.