Financial Advice

Beacon agents Joel Hamlin and Robert Gromelski are FINRA registered representatives of INVEST Financial Corporation. Our representatives provide on-going direction and focus helping you turn your financial dreams into reality.

We can help you with:

Determining retirement goals and tailoring savings strategies using tax-advantaged plans such as Roth and traditional IRAs, SEP IRAs, 403(b), 401(k), annuities, etc.
Evaluating current investments for appropriate levels of risk given one’s goals and risk profile.
Increasing current income from your investments and savings.
Designing retirement plan distributions that meet your goals for payout duration and levels, tax impact, and wealth transfer strategies.
Obtaining a base understanding about investments and how they work.
Sorting out which investments make the most sense.
Developing college savings strategies for your children and grandchildren.
Designing family and charitable giving programs that limit income, estate and gift taxes.
Setting up cost effective retirement plans in your business to attract and retain employees.
Monitoring your investment performance against your initial and changing goals, and changes to the economic environment.

Interested in learning more about planning for retirement? Would you like to quickly calculate how much you need to save for retirement? Given your cost of living in retirement, would you like to know how long an amount saved at retirement would last? Go to Jackson National Life’s education web site for answers to these and other financial planning questions.

This link is located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the link below to leave the Beacon Insurance site and proceed to the selected site: Preparing For Retirement

Visit INVEST Financial’s web site and click on Investor Support to learn more about planning for your needs. www.investfinancial.com

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and federally registered investment advisor, is not affiliated with Beacon Insurance Group, Inc.. INVEST does not provide tax or legal advice. Please consult your tax or legal adviser for guidance on your particular situation. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies. Advisory services are offered through INVEST Financial Corporation, a federally registered investment advisor.

Internet Disclosure – Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer(“BD”) or investment advisor(“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state’s licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation. INVEST Financial Corporation Privacy Policy link: Invest Financial Corporation’s Privacy Policy