OUR FIRM HOW WE HELP CAREERS RESOURCES CONTACT US CLIENT LOGIN Discover the Next Steps We Can Take Toward Empowering Your Financial Future WHAT WE DO GETTING STARTED Our Comprehensive Planning Process STEP 1: Initial Complimentary Consultation We will figure out your current financial situation and what your goals are to determine how we can help you. This consultation also gives you the opportunity to understand how we can support your financial goals. SCHEDULE YOUR COMPLIMENTARY CONSULTATION STEP 2: Data Gathering It is important for us to know as much as possible about you and your financial situation. We will require details such as: Tax Returns Pay Stubs Investment Accounts Insurance Policies The more details you provide us, the more we can help you. STEP 3: Developing Your Financial Plan We will work to develop your custom financial plan based on the information previously provided and the goals we have discussed. We will use our decades of combined experience and industry knowledge to build a well-rounded, tailored plan designed to address your needs today and goals for tomorrow. STEP 4: Implementation Our advisors are licensed and capable of implementing any products or programs to meet your financial needs. We offer: Commissioned Product Fee-based advice Hourly Consulting STEP 5: Progress Review We hold review meetings with our clients at least twice a year either face-to-face, on the phone, or via web meeting. Outside of these scheduled reviews, we are always available to discuss any questions or concerns that may arise. We will also reach out to our clients if need be, to re-evaluate goals, decisions, and upcoming life events. Take Action CONTACT US SCHEDULE A COMPLIMENTARY CONSULTATION Beacon Financial Group 101 Town Center Dr. Suite 111 Warren, NJ 07059 FINRA BROKER CHECK SUBSCRIBE TO OUR NEWSLETTER JOIN CONTACT Email: Info@BFGAdvice.net Phone:(908) 769-4333 LOCATIONS Flemington, NJ (908) 788-3636 Massapequa, NY (908) 753-4155 Clinton, NJ (908) 713-1707 North Florida (386) 314-4772 Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL FInancial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, VT, WI, WV. Privacy Policy Powered by Twenty Over Ten