Legacy Protection

Long-term care and legacy protection offered through Beacon Wealth Services. Long-term care doesn’t necessarily refer to just an insurance policy but more of a strategy to have when the need arises.

Our firm can assist you with navigating through the myriad of financial and estate issues along the way.

In the 2000’s, almost 10 million people needed some form of long-term care in the United States and almost 70% of people turning age 65 will need long-term care at some point in their lives. *


Life Insurance

Insurance often protects many of the most valuable assets you have: your homes, your cars, your health and your loved ones. However, many Americans are unaware of the impact proper insurance planning can have on their retirement.

Our firm offers several financial strategies to help you plan your retirement.

Do you have a financial safeguard set up to protect your loved ones after you pass away? With a well-thought-out life insurance plan, you can do just that.

The purpose of life insurance is to help provide a measure of financial well-being for your family and loved ones when you are no longer there. With the purchase of a well-planned life insurance policy, you can help ensure that your family and loved ones will be taken care of.

Life insurance may provide you with an array of benefits such as providing for funeral costs and final medical bills, along with helping with life expenses for your dependents and/or survivors. BUT, what really sets it apart from other financial options is that it receives advantageous tax treatment unlike any other financial tool.

As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and product solutions to fit your specific needs and goals. In addition, we offer complimentary reviews on your existing life insurance contracts.

At Beacon Wealth Services, accounting for your long-term care needs is about more than purchasing an insurance policy, it’s about designing a comprehensive strategy that will protect both your well-being and your assets. You shouldn’t have to choose between your health and your financial future. Let us help you develop a plan that helps ensure your long-term care needs are met, but not at the expense of your finances.