Chart Your Course by the Beacon

TheTeamIn a sea of financial advisors, Beacon Asset Management, Inc., a Tampa Florida based Registered Investment Advisor,  sheds light on your journey toward increasing and sheltering your wealth,  planning your future, and preserving your lifestyle.
Beacon recognizes that every journey is different, so we  focus our practice on providing our Private Client Group with a customized  financial plan to help them chart their course through our individualized Life  Design process.  Financial Advisor Tampa Naples

In today’s waters, we are constantly reminded of the dangers  that lurk beneath the surface.  You need a Certified Financial PlannerTM practitioner who you can  look to and trust to help you safely navigate in good times and bad. While you  remain the captain, Beacon will help guide you throughout your life’s journey  adjusting to your changing needs in a rapidly changing marketplace.

As a Registered Investment Advisor (RIA), our financial advisors have  a fiduciary obligation to put your interests first.  Beacon is a fee-only  financial advisory firm, where there are no hidden costs or commissions.  We  report only to our clients instead of answering to an organization that  requires us to push product for compensation or view financial planning as a  one-size-fits-all.

Beacon Asset   Management Inc.  has invested in the technology to provide state-of-the-art   service. Beacon clients have access to their accounts online at our preferred custodian, Folio Institutional, and   benefit from the multitude of services they provide, such as reduced fees, Web   access, and on-line trading.

We see our clients as individuals, because we’re as  independent as you are!

Beacon Asset Management, Inc.’s areas of special expertise include:

    • Comprehensive financial plans for individuals and businesses
    • Creative and effective portfolio design
    • Investment portfolio management, including a broad selection of asset classes
    • Non-traditional asset classes like, market-neutral funds and non-leveraged commodity funds
    • Specialized problem-solving and analysis of complex financial issues
    • Specialization includes asset protection, investments, and real estate consulting
    • Estate Planning, tax planning, retirement planning, and retirement income projections
    • Cash flow and budget analysis, mortgage analysis and refinancing decisions
    • Business planning, including succession planning
    • Business and fractional interest valuations

“The majority of our clients came to us because they were dissatisfied with the results and treatment from the wirehouses. I invite you to meet with our team of financial advisors to see how Beacon Asset Management, Inc. can light the way to true financial peace of mind.” - Michael LaVoy, ChFC, Certified Financial Planner TM

Let’s get started, contact Beacon Asset Management, Inc, at our Tampa office today. 813-269-0732 | 1-866-465-2869


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