Beacon Capital, LLC provides an individualized, professional approach to portfolio management and retirement planning.
- Communicate with clients to determine investment objectives, time horizon, liquidity needs and tolerance for risk.
- Develop and implement portfolio strategies.
- Monitor economic and market conditions and account performance.
- Communicate regularly with clients to discuss investment strategy and confirm or alter investment objectives to meet clients' evolving needs with a high level of personal service.
- Where appropriate, integrate our portfolio management services with clients' tax, estate and/or retirement planning needs and work with his/her other advisors.