Beacon Financial Services

her planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional-athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning. With our focus on corporate retirement planning, Beacon provides comprehensive advisory services in preparing its clients for the “new standard” of corporate retirement plans. Beacon also specializes in the financial management of professional athletes, and Managing Partner Brian Menickella is an advisor to MLB players and an official NFLPA Registered Player Financial Advisor. The NFL Players Association is a separate entity from The Beacon Group of Companies, Beacon Financial Services, and Kestra Financial. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Beacon Financial Services does not provide legal or tax advice. https://www.kestrafinancial.com/disclosures

For a list of states in which we are registered to do business, please visit https://beaconfinancialservices.com.