Beacon Global Advisors
Boundless Financial Planning
At Beacon Global Advisors (BGA) our goal is simple, working towards financial prosperity for you—no matter where you are in the world. BGA offers wealth management services for American expats, US connected people, and foreign nationals here in the US.
We’re a private wealth management firm with an understanding of the myriad of financial, tax, and offshore compliance complexities you face, we have a breadth of both international and US financial products and services focused on trying to meet your current and future needs. That’s why we are committed to offering American Expats and US connected individuals, like you, the financial guidance they need while living abroad. We’ll help you understand what to expect while you’re overseas and help to navigate your finances through those uncertain times.
Our Services
How Beacon Global Advisors Can Help
At Beacon Global Advisors, we understand that each individual’s financial journey is different, which is why our experienced team is dedicated to providing personalized guidance and expertise to help you achieve financial security and peace of mind wherever you are in the world. Explore our range of services designed to empower you to make informed decisions and navigate your financial future with confidence.
Wealth Management
Our experienced team of professionals will work with you to better understand your risk tolerance and financial goals. Our team can offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At BGA, we will help you implement personalized investment plans so you can maximize all elements of your financial life.
Retirement Income Planning
We specialize in income strategies for guaranteed income to help you maintain your lifestyle now and in retirement. Contact us to learn more about the tools that can generate a steady stream of retirement income, increase your current savings, or leave a legacy and provide income for your heirs.
Life Insurance
A reliable insurance strategy can help protect your family from the financial consequences of those events. Whether your need is life insurance for income replacement, retirement supplement or disability insurance, we’re ready to find the right solution for you.
Tax Strategies
Understanding tax strategies and managing your tax bill should be part of any reliable financial approach. We can help you develop and implement appropriate strategies to lessen or shift current and future tax liabilities to help you meet your long- and short-term objectives.
Legacy & Estate Planning
Help protect your assets and legacy for your loved ones while controlling the way in which your money is passed down. While estate planning can be complex, a well-informed plan can make a big difference. Our team can help you communicate your wishes clearly, avoid mistakes, minimize taxes, and adjust your plans as time goes by or your circumstances change.
Learn How To Leave A Legacy For Your Loved Ones
Retirement Resources
Download Our Complimentary Guide
The Ultimate 401(k) Guide
How To Take Control of Your 401(k) Before and After Retirement
We all know that a 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely need to rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your job, and how much you are paying in 401(k) fees.