Beacon Financial Strategies / Financial Advisor in Raleigh, North Carolina

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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