Our Mission

Our Mission

Our mission at Beacon Financial Planning is simple: to help you live your life the way it is meant to be lived. We are devoted and passionate about helping you find the most efficient way of achieving your goals.

Happy family running in garden on grass.

The ultimate goal isn’t really wealth; it’s what wealth affords you—freedom.  To have financial independence, free time and your health all at the same time is rare but that’s the mission of our company.

Core Values


We require the highest standards of proficiency in the industry from our staff.


We practice a holistic, results-orient approach to designing and servicing your retirement plan.


We use a Fee-Only model to facilitate your receiving objective advice that is in your best interests. We will hire service providers and vendors solely based on their abilities and price, and will not accept hidden commissions, kick-backs, soft-dollars, or quid pro quos. Furthermore, we will not accept gifts from service providers and vendors.

Complete Disclosure

We provide a full, simple, and transparent disclosure and explanation of all fees and potential conflicts of interest.


We are committed to a fiduciary relationship that ensures your interest is always paramount.

Contact Us

Schedule a 15 Minute Phone Call

(link to our Calendar)

Call Us

(435) 753-3888

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