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.
Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.
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.
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.
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.
Too often, families and individuals have assets scattered in multiple locations: 401(k)s/retirement plans at work as well as individual plans. 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?
Let's take the first step to get organized by creating an Asset Map: a listing as well as a visual depiction of where you stand today. Just like any map -we need to know where we are today in order to chart a course to where we want to be tomorrow.
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 to little risk. How much risk 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 then build and implement an appropriate investment portfolio to meet your goals.
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.