Our partnership philosophy is to find like minded service providers and combine to provide the highest level of service for each facet of our clients' needs.
Our focus is strictly on retirement plan design and administration. We provide the technical expertise to maximize retirement benefits and the administrative support to relieve the paperwork burden for our clients. This combination provides a high level of satisfaction for both the employer/sponsor and the employee/participant.
Our role is to work with our Accountant and Financial Advisors partners to complement their services.
A close working, team approach, keeps the client on track to reach goals. Each team member provides our individual expertise to maximize our skills so the client can access the correct advice, whether tax, compliance, or investment advice, easily.
Establishing a partnership with us provides you a private, secure environment to access the following:
- Beacon Benefits, Inc. marketing materials to support your sales process
- Proposal/Illustration requests
- Client Information Submission
- Document Design Basics
If you are a Financial Advisor or Accountant and are interested in partnering with Beacon Benefits, Inc., please complete the form below. |
