What does Beacon Financial do?

Beacon Financial Services is an independent fiduciary financial advisory firm located in Chicago, established in 1989. The firm specializes in personalized wealth management, investments, insurance, and planning strategies tailored for high-net-worth individuals, business owners, corporate clients, and professional athletes. Beacon emphasizes a disciplined and customized approach to help clients achieve their financial goals. The firm partners with LPL Financial for investment implementation and focuses on building long-term relationships by assessing clients' financial objectives and risk tolerance. Their services include corporate retirement plan management, personal wealth and asset management, estate and tax planning, business succession planning, and customized insurance programs. They also provide specialized services for professional athletes, ensuring comprehensive support for their unique financial needs.