Beacon Financial Advisors provides financial planning and consultation services tailored to individual client needs. These services include comprehensive financial planning, cash flow analysis, portfolio reviews, estate planning reviews, retirement and capital needs analysis, insurance reviews, college education funding, and income tax planning. Beacon also offers tax preparation services. Beacon does not implement securities transactions or manage client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.facebook.com/feeonlyfinancialplanner ·www.linkedin.com/in/kristinemckinley ·www.beacon-advisor.com
Fee Structure
- Financial Planning and Financial Consultation Services: Fees are charged at an hourly rate of $250 per hour. A deposit of the lesser of $500 or one-half of the anticipated hours is required upon signing the client service agreement.
- Tax Preparation Services: Fees are based on the time required at a rate of $150 per hour plus out-of-pocket expenses.
Hourly Rate:$150 - $250/hr
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