Beacon Freedom Advisory

At Beacon Legacy, Tax & Wealth, we act as your wealth coach, building a customized team and strategic plan designed to help you define and achieve your vision of success. Like a coach in athletics, we surround you with the right experts, empowering you with a personalized strategy that aligns with your goals and aspirations. Our mission is to empower you with financial clarity and confidence, showing you that more is possible than you may have imagined. Whether you’re planning for retirement, securing your family’s future, or navigating the intricacies of business finances, we walk alongside you every step of the way.
You don’t just need a financial advisor or an estate attorney; you need a partner and leader to guide your journey.