Beacon Financial Management, LLC

Illuminating your Financial Future

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Sound Financial Services

Beacon Financial Management, LLC is an independent, objective financial planning and wealth management adviser registered in the state of California offering fee-only services.

Fee-only means …
Learn more about our Fiduciary duty

We recommend getting started with a get acquainted session that should last about an hour, to discuss your current financial conditions, future goals and concerns. We will explain our services to best suit your needs, the scope of financial planning engagement, our process and methods for investments as well as our fees.
The purpose of this meeting is to help you understand our services that would be of the most value to you and to help you determine if we would be a good fit to form a partnership.

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Planning is bringing the future into the present so that you can do something about it now.

Alan Lakein

Our services

Financial Planning

Customized savings and budgeting road map based on your needs and goals.

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Investment Management

An experienced, knowledgeable agent acting in your best interest.

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Hourly Financial Consultation

Dedicated time to answer your financial questions or to address specific financial needs.

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From the Beacon Spotlight

15 02.21

HSA – The Only Tax Trifecta

HSA: the only tax trifecta and a possible alternative to Long-Term Care Insurance. Since HSAs were created…

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17 01.21

Is College Worth It?

I happened to watch a TV crime drama recently and the criminals were a group of graduate…

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07 01.21

To Roth or not to Roth…A Case for Roth

Pink or blue. Right or left. An apple or orange make an array of decisions daily: some…

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Frequently Asked Questions

How much of each paycheck should I save ?

Optimum is 15% of your paycheck, minimum is 10%. The number 1 rule is to pay yourself first. Read more thoughts on that here

How much will I need for my retirement?

Although this is a short question, it has a long answer. It depends. We can help you find the number unique to your circumstances – contact us today.