Full Service Independent Insurance Agency -
Employee Benefits Insurance - Commercial & Personal Insurance






BEACON           
FINANCIAL    
SOLUTIONS





   "Guiding the Way To Insurance Solutions"

   864-877-7171


 

 

Building A Financial Foundation For Your . . .

Business…
Your own business can be very challenging and rewarding, but with all the demands of running your business, where will you find the time to build a financial foundation for your business and your family?

  • Short & Long Term Goals
  • Personal Deferred Compensation
  • Business Continuation Planning
  • Buy / Sell Agreements
  • Profit Sharing Plans
  • Health, Dental, Life, and Disability
  • Long Term Health Care
  • Transfer Your Business to Future Generations
  • Develop Proper Estate Strategy
  • Employee Benefits

Family…
Families are our most important asset. How can I be sure I have the right plan to meet my family’s financial needs, now and for the future?

  • Short & Long Term Goals
  • Create a Cash Reserve
  • Home Ownership
  • Retirement Funding
  • College Funding
  • Develop Proper Estate Strategy
  • Avoid Excessive Taxation
  • Defer Taxation
  • Provide for Dependents in Case of Premature Death
    or Disability

Retirement…
Maintaining a financially secure life style is your most important financial goal. The kids have grown up and are on their
own – maybe you can enjoy the things you dreamed of doing while you were working- traveling, enjoying life, your hobbies, your grandchildren
, implementing some of these strategies may help you pursue the future you envision.

  • Financial Strategies
  • Medicaid Planning
  • Increase Retirement Income/Pension Max.
  • Estate Strategies
  • Living Trusts
  • Avoid Probate
  • Transfer Your Wealth to Younger Generations
  • Estate Tax Deduction
  • Fixed Income Stream
  • Charitable Remainder Trust
  • Maintain Estate

* A good reason to work with Beacon Financial Solutions *

 

All info is believed to be accurate. Subject to change without notice. All liability is expressly disclaimed.
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