Financial Advisors in Greenville, North Carolina (Pitt County)

Executive Benefits, Employee benefits planning

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

Safe and No risk retirement planaging and fund management. Life Insurance and final expense planning with free consultations. We come to you.

Erin Campbell, CFP, CPA/PFS
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At Beacon Financial Strategies, we offer both introductory and ongoing financial planning engagements that can be tailored to meet the needs of individuals throughout all stages of their financial life.
Net Worth Management, our flagship ongoing service, combines financial planning, investment management, tax preparation and tax planning services under one fee arrangement. This service is most appropriate for those individuals who have complex and intertwined financial planning and tax concerns. Executives exposed to the alternative minimum tax (AMT), retirees deciding on the most tax-efficient method of taking retirement distributions and business owners who are searching for ways to limit their tax burden are all candidates for Beacon's wealth management service. For those who would prefer a one-time or introductory service, Beacon professionals work as a team to generate a financial plan and develop planning strategies that focus on strengthening a client's financial standing. Areas of focus may include: Retirement Feasibility Planning Portfolio Sustainability Retirement Distribution Strategies Income Tax Minimization Strategies Estate Planning Cash Flow and Budgeting Debt Management Financial Risk Management Education Planning Executive Stock Option Planning
To find out more, please visit our website at www.BeaconFinancialStrategies.com
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We are the Local Provider for the Dave Ramsey Show for Investments and Insurance.

Our Focus:
I believe success should be measured not just by your financial well-being, but by how confident and secure you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on experienced, knowledgeable advice. This focus is designed to add structure to your situation and educate your family on efficient uses of money.

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.

The process that I follow defines true financial planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and, finally, leaving a legacy.

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Fee-only Financial Planning and Money Management