Beacon Estate and Retirement Group
Financial Coaching
Do you need a personal trainer when it comes to your financial decisions? We can help by giving you unbias recommendations on big or small money matters.
Tax Planning and Services
Retirement Planning
Your thoughts of retirement are very personal dreams that deserve to come true. You should view retirement as a phase of your life when you’ll be able to do more of what you love to do. A worry free time, kind of like getting to be a kid again. Without a plan instead of living your dreams, your retirement could become a dismal reality.
Estate Management
Make sure you have a good and adequate plan in place. We can help with a plan customized to fulfill your specific personal requirements and financial abilities, and thereby maximize both the amount of money you have available to you and your heirs.
Business Planning
If your self-employed long range financial planning ar short term coaching can make the difference between success and failure. Don’t be the boss that can’t see the forest for the trees.
Annuities & Insurance
Life insurance policies and annuities have long been a part of thoughtful Wealth Planning. We will be happy to consult with your attorney or accountant in designing an insurance plan to facilitate a tax advantaged lifetime income and provide for your heirs at the time of your passing. Life Insurance policies can be used to enhance and replenish your estate, and provide the necessary funding for final expenses , plus post death obligations both business and personal.
Financial Coaching or Retirement Planning. We’re Here to Help.
Manage Your Money and Get Advice Right From Your Computer or Phone
Our virtual office makes us available to meet your needs and helps organise your financial documents. Simply login for a secure and private interaction.
Address
PO Box 136
Etters, PA 17319
David M. Miller
Financial counselor
PA Resident Producer #: 543590
PTIN: P03277125
dmiller@beargrp.com