Services
Our services
We provide reliable financial solutions designed to help you grow, protect, and manage your wealth.
Whether you’re planning for the future or navigating today’s challenges, our team is here to support your goals with clarity and confidence.
Asset Allocation
Beacon Wealth Advisory’s Asset Allocation service helps you strategically divide your investments across asset classes—like stocks, bonds, and cash—to match your goals, risk tolerance, and time horizon. We tailor portfolios to optimize growth, preserve capital, and adapt to market shifts. With a disciplined approach and ongoing guidance, we aim to build resilient wealth that supports your financial future and legacy.
Empowering Women
Empowering Women is a signature service at Beacon Wealth Advisory, led by President Jenna Cairns. Featured on the Gradient Women In Business Podcast, Jenna shared insights from “From Grief to Growth: Guiding Women Through Big Transitions,” offering support for women facing major life changes. This initiative reflects her dedication to helping women thrive financially and emotionally, while fostering connection through Gradient’s inspiring network.
Generational Vault
Beacon Wealth Advisory’s Generational Vault is your secure, virtual safety deposit box for life’s most important documents. From wills and insurance policies to financial plans and medical directives, everything is organized and accessible 24/7. With bank-level encryption and easy sharing features, you and your loved ones gain peace of mind knowing your legacy is protected and your documents are always within reach.
Income Planning
Beacon Wealth Advisory’s Income Planning service helps you create a reliable, tax-efficient income stream for retirement. We analyze your assets, Social Security, pensions, and other sources to build a strategy that supports your lifestyle and long-term goals. With careful planning and ongoing guidance, we aim to reduce uncertainty and ensure your money lasts—giving you confidence and clarity for the years ahead.
Long-Term Care
Beacon Wealth Advisory’s Long-Term Care service helps you prepare for the unexpected with smart, proactive planning. We evaluate coverage options, costs, and funding strategies to protect your assets and ensure quality care. Whether through insurance, savings, or hybrid solutions, we tailor plans to your needs—giving you and your loved ones peace of mind and financial security for the future.
Medicare
Beacon Wealth Advisory’s Medicare service helps you navigate the complexities of Medicare with confidence. We guide you through enrollment, coverage options, supplemental plans, and cost considerations to ensure your healthcare needs are met in retirement. Our personalized approach simplifies decision-making and aligns your Medicare choices with your broader financial goals for lasting peace of mind.
Social Security
Beacon Wealth Advisory’s Social Security service helps you maximize your benefits with smart, personalized strategies. We guide you through timing decisions, spousal benefits, taxation, and coordination with other income sources. By aligning Social Security with your broader retirement plan, we help ensure you receive the most from what you’ve earned—bringing clarity, confidence, and long-term financial security.
