Broker Check

125 East Newark Street
Suite 400
Ithaca, MI 48847

LinkedIn

Beacon Wealth Management, LLC

989-875-2499

 
Exit Strategies of the Rich and Famous Women and Retirement Safeguard Your Digital Estate

We are committed to keeping your e-mail address confidential. We do not sell, rent, or lease our subscription lists to third parties, and we will not provide your personal information to any third party individual, government agency, or company at any time unless compelled to do so by law. We will use your e-mail address solely to provide timely information about Beacon Wealth Management. Beacon Wealth Management will maintain the information you send via e-mail in accordance with applicable federal law.

Financial Planning, is about your quality of life and achieving your goals, not just the performance of your investment portfolio.

Are you investing money...

                     ...Or designing a lifestyle based on your important goals that are in alignment with your most deeply held values?

The Value We Provide You

Helping you live your Ideal Life by facilitating a process which:

  • Aligns your financial choices with your most deeply held values and your most important goals.
  • Gets your entire financial house in order and keeps it that way.
  • Provides you confidence that no matter what happens in the markets, the economy, or the world, you will be on track toward your goals.
  • Frees up mental and physical space, as well as time, so you can focus on the things in your life which are more important than money.

Our objective is to help YOU achieve your goals.

Please Take The Next Step Towards Achieving Your Goals. 

We invite you to discover more about the Values- Based Financial PlanningTM philosophy by requesting your complimentary copy of Values- Based Financial PlanningTM The Art of Creating an Inspiring Financial Strategy.  

              Give us a call:  989-875-2499    

-or- Email me:  scott@beacon-wealth.net


Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow