The Fee-Only Difference
Beacon Financial Advisors is a fee-only financial planning firm, located in Lee’s Summit and Kansas City, Missouri.
The firm offers comprehensive financial and tax planning to individuals of all income and asset levels on an hourly, as-needed basis.
This type of financial planning is a good fit for “do-it-yourselfers”… competent, self-directed people who periodically need or want a second opinion or validation of their current plans and/or investment portfolio.
Fee-Only
Fiduciary
Independent
Our Services
Your financial objectives may include:
- Planning for retirement
- Determining the best time to take Social Security
- How best to tap into assets after retirement
- Minimizing income taxes
- Purchasing a home
- Saving and investment for the future
- Paying down debt
- Sending your children to college
To help you reach your financial goals, Beacon Financial Advisors provides comprehensive financial planning, retirement planning strategies, tax planning and preparation, financial checkups and more.
As fee-only financial advisors, you can hire us for a one-time project or for on-going advice.
Ready to Get Started?
Contact us with any questions or to
schedule an introduction meeting.