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With less than 2 weeks until the presidential election, we wanted to send you a friendly reminder to stay calm and clear headed when it comes to thinking about your investments.

Click here to watch CFP Kelli Grew's latest update on the presidential election

Just sending a friendly reminder for those eligible, Medicare enrollment is open from October 15 - December 7. Each year, Medicare plan costs and coverage can change. The open enrollment period is a chance to make new choices or switch plans to better accommodate your needs.

September 22nd, 2020

In the late 80s, Linda Gadkowski was looking for a financial planner to help her family plan for their future. Unable to find an advisor who was not trying to sell them insurance or an annuity, she saw a glaring need for objective advice and, as a result, founded Beacon Financial Planning in 1990.

Friday, August 21st, 2020

Friday, May 8th, 2020

Monday, May 4th, 2020

Tune in to Michaela's latest video below as she discusses some key takeaways from Berkshire Hathaway's 2020 Virtual Annual Meeting.

Warren Buffet is still betting on America. "We've faced tougher times and America has always prevailed."

Friday, May 1st, 2020

Good Morning and Happy Friday. Check out Katie's latest video below as she discusses Benjamin Graham's "The Intelligent Investor."

"Invest only if you would be comfortable owning a stock even if you had no way of knowing it's daily share price." 

Thursday, April 30th, 2020

We want to thank you for your continued trust. The reason you hired our team is to navigate you through times like we are experiencing now. 

Monday, April 27th, 2020

Tune in to our latest video below as Michaela discusses some of the protection you have in your diversified portfolio. Also, don't miss the great chart showing bond funds providing diversification from equities and cumulative returns during recent market corrections.