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Financial Planning/Consulting

About Us

As a Wealth Advisory firm that primarily works with a select group of individuals, business owners, and professionals, our clients want to face the future with anticipation rather than apprehension. Because of this, we have developed and refined a process that puts all of the pieces of the puzzle together as your life unfolds and your needs evolve. We call this process "THE HORIZON FORMula".

Our process focuses on what's important to our clients and their families, and to understand their vision for an ideal life, now and in the future. We concentrate on what matters and what can be controlled. There is no "one size fits all" solution when it comes to planning for your future.

We believe that a plan is a powerful tool. In order to retire today, you need to have a financial plan. Without a solid retirement plan, you run the risk of falling short on income or leaving nothing to your beneficiaries. Beacon Retirement Planning Group focuses on helping you achieve your financial goals and dreams.

We're in the community and ready to assist you in any way that we can!


BBB Accredited Business A+
Kiplinger Contributor
Retirement Destiny Radio
Medicare Seminars
Accredited National Social Security Advisor
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Kelly J. Carter, CEO
S. Public Road Office

Rep/Contact Info

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Lisa Vanderfin
Director of Marketing

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