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    Shawn P. Lee

    President

    Download Profile Send Email

    08/08/2007

    03/24/2020

    Beacon Wealth Advisors

    http://www.mybeaconwealth.com

    Financial Services

    Description

    Our goal at Beacon Wealth Advisors is to provide retirees and pre-retirees with more predictability and guarantees in retirement.  We take a balanced approach to our plan preparation.  We believe that safe money instruments with protected returns and guaranteed lifetime income should be the foundation of any good retirement plan.  We also believe a mix of both traditional and non-traditional investments, offering flexibility and growth opportunities with lower risks and less expense are vital to long term planning.  We don’t believe in cookie cutter programs.  Every plan is individually customized based on your wishes to provide you with the smartest solution available.

    We started the Wealth Builders Radio Show on WBT in April of 2007 to help educate listeners on how they can secure more guarantees in retirement.  You can listen to some of our previous shows here http://wealthbuildersradio.com/radio-show/.  We welcome the opportunity to visit with you and demonstrate how we can help you design a worry-free retirement plan for both you and your family. 

     

    Overview

     

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