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Gold Medal Services

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.

Do I Need/Want an Advisor?

Design

Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.

Build

Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

Protect

Provide discipline, perspective, and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.

Applying Science to Investing

Rather than focusing on timing the market, we believe taking a disciplined approach will give you the best odds of success capturing market returns over your lifetime. We act as a guide to help you through various market conditions to avoid making costly mistakes. Our approach is influenced by decades of research by Nobel Laureates. Watch the video below to learn more.

Let's Get Your Finances Organized

To build a financial plan, retirement plan, investment strategy and/or tax saving strategy - you must first know your current financial situation.

Too often, families and individuals have assets scattered in multiple locations: 401(k) & Retirement plans at work as well as IRAS. Life insurance policies in different places. Annuities, brokerage accounts, checking accounts, real estate and various other assets. And what about the different income sources? How are each of these titled and tracked?

Let's take the first step to get organized by creating an Asset Map: a listing and a visual depiction of where you stand today. We know where we are today in order to chart a course to where we want to be tomorrow.

Click here to create your Asset Map

Building the Right Investment Strategy for You

Is "Risk" good or bad? At Beacon Wealth Solutions, we believe it is neither 'good' nor 'bad'. Without risk, you can't have reward.

However there is a such thing is taking too much or even too little risk. How much is appropriate for you? You don't want to rely on your "gut" or "instinct" - let's use the appropriate technology to analyze investment risk, develop an appropriate profile, and implement an appropriate investment portfolio to meet your goals.

News and Insights

Buckingham

Buckingham Strategic Partners combines the distinct strengths of these businesses into a new iteration of our comprehensive wealth platform, affording a better way for our advisors to take advantage of our technology solutions, deep bench of specialists, and thought leadership.

Quarterly Economic UpdateFree Download
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