Beacon Capital Management is a full-service wealth management firm serving the Nashville, Franklin and Middle Tennessee area.
Have retirement planning questions for a financial advisor? Give us a call! (615) 716-2061
We can help you manage the most important areas of your life by taking a comprehensive approach to financial planning.
Investment and Retirement Income Planning | Tax-Efficient Strategies | Healthcare Planning | Legacy and Estate Planning
Beacon’s Annual Shred Day Event is Saturday, April 20th!
Join us the first Saturday after tax day from 8:00 am to 11:00 am, for our annual free community shredding event.
Simply bring any documents you want to shred (limit 8 boxes per household). No need to remove staples or paper clips.
Complimentary coffee and breakfast refreshments will be available. Bring your friends and neighbors!
Donations benefit Franktown Open Hearts.
Free Retirement Savings Calculator
Find out how much money you could have for retirement with this simple, step-by-step retirement savings calculator. We’ll even factor in interest rates and inflation. It’s completely free, super fast (takes less than 30 seconds from start to finish), and you’ll get your results right away!
Join us at a Free Dinner Seminar
Beacon hosts free informational lunch and dinner seminars to hear about our processes and philosophies and give you a chance to ask questions. If you are new to Beacon, we’d be honored to invite you to enjoy a delicious meal and hear about your retirement needs.
Interested in More Helpful Resources to Help You Pursue Your Retirement Goals?
Check out our Articles, Radio Shows, Podcasts, Whitepapers, Downloads, YouTube Shows, Events, and More! The best part…it’s all FREE!
It took you years of hard work to create your wealth, and the last thing you want to do is miss critical gaps that can cost you big in retirement.
Our FREE Financial Plan Checkup is a comprehensive analysis of your investments and retirement plan, including income planning, tax strategies, investments, healthcare, estate planning, and more.
It’s a Retirement Tax Savings Analysis, a Retirement Income Analysis, and a Social Security Analysis all in one!
Get your no-pressure, no-cost, no-obligation second opinion – so you can feel confident about your financial future.
A FREE Financial Plan Checkup Includes:
〉 Risk Analysis and Assessment of Your Current Financial Situation & Goals
〉 Projection of Current Income Plan and Financial Longevity
〉 Current Financial Plan Fee Report
〉 Investment Portfolio Performance & Risk Analysis
〉 Identify Gaps & Opportunities in Your Financial Plan
〉 Tax Analysis & Tax Strategy Insights
The results are yours to keep, along with a straightforward picture of steps you can take to cover all the important areas of retirement planning.
Already have a financial advisor? No worries! We would still like to offer you a free second opinion because, for something as big as your financial future, a second opinion just makes sense.
People take the time to meet with us and look over their current plan because they want to be educated, feel confident, and not leave any opportunities on the table.
Have A Question?
Ask Pete and Jon, we’d love to hear from you!
NEW ARTICLE: 10 Reasons To Attend a Financial Seminar
If you’re in your fifties or beyond, at some point you’ve probably received a shiny postcard in the mail inviting you a to financial seminar and a free steak dinner.
Maybe you’ve wondered, is it legit? Will you just be sold to? Most importantly, is it worth your valuable time?
Let’s take a peek behind the curtain of retirement seminars so you know what you’re getting into, should you choose to attend.