On this page you will find a series of SERVICE BRIEFS that offers insight about what we believe about FINANCIAL PLANNING and INVESTMENT MANAGEMENT, and how "we strive to provide our clients long-term value-added financial counsel and investment performance with exceptional service" (our Mission Statement).  While each SERVICE BRIEF shines on just one or a couple of topics, our BROCHURE (aka SEC Form ADV, Part 2) covers all the topics (also located in DISCLOSURE tab above). 

If you have any questions about these SERVICE BRIEFS, or want to learn more about us please send us an email at josh@bfaltd.com

Service Briefs: Financial Planning

WHO We Are? WHAT We Do?

Beacon's Version of the Ideal Client

Your Financial Like is INTEGRATED

Beacon on Client Service: Teamwork!

Your Financial Health: 1040 Checkup!

Meeting Itinerary for Joe and Joan

Meeting Memo for Joe and Joan

Building a Financial Goal Plan

More Service Briefs From Beacon

What Does it 'Cost' to Work with Beacon: Our Value Proposition

Service Briefs: Investment Management

The "Nuts & Bolts" of Our Investing Approach 


Beacon Eats Our Own Cooking!

Risk Reduction of Mutual Fund Portfolios

Portfolio Review for Joe and Joan

Tax-Aware Investing

Why Bond Mutual Funds?

Invest Between the Extremes!

Great Investors Offer Great Advice

Bear Markets Are Bound to Occur


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P: 713-622-9981 | F: 713-622-5814 | josh@bfaltd.com |
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