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A Retirement Plan You Can Count On

Life is filled with dreams and goals. You work hard to live the life you deserve, and you plan for a long and fulfilled retirement; but are you sure you're on the right course of action to get there? Retirement is cloaked with many questions and potential pitfalls. Do you know how much income you will need to support your lifestyle? What part does Social Security play in the picture?

Getting to retirement and being able to enjoy life through your retirement years are two different goals. Here at Beacon Financial Group, helping our clients achieve those objectives is the primary reason we exist.

At Beacon Financial Group, we create the roadmaps that guide our clients toward the future they dream of. We bring the confidence in your investments that only comes from knowing you have a solid plan that is backed by the experience of qualified advisors.

P&I Top Performance Award

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Ready for Retirement

Ready for Retirement?
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Best in state

Best in State

*Participation in North Texas Premier Financial Advisors is based on the following internal criteria:
*FINRA: Summary Report of Brokers
-No events/complaints disclosed
-Passed all general industry/product exams
-Licensed agent in state of Texas 
*Investment Advisors Public Disclosure (IAPD)
-No disciplinary events involving advisor
-Updated/current employment and employer
-All registrations/licensing current for state of Texas 
*Certified Financial Planner
*Chartered Financial Analyst
*Other internal proprietary research/analysis and no awards/trophies are given to participants in issue.

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Investment Pitfalls High-Net Worth Investors Should Avoid

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Download Our App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

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