Advisor Focused and AUM focused
Welcome, advisor! We focus on our working relationship, like minded clients, for the long term. More AUM, deeper relationship with client leading everyone to better outcomes.
Beacon Benefits, Inc. partners with Financial Advisors, Accountants & Payroll Companies to complement the services they are already offering with the highest level of service administering retirement plans. 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.
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:
Assist with Initial Client Information Submission – Allocation Example
Retirement Plan Design – Download
With 401kGrabNGo.com, you can grab the tools you need to go win that 401k client
If you would like a customized proposal please click here, call us at (978) 468-1555 or send us an email at email@example.com
401kGrabNGo Is the 401(k) Business Building Information Advisors Need When They Need It.
The 401kGrabNGo program has been built to support the 401(k) business development of Advisors that react to 401(k) opportunities. This program is provided with establishing a partnership with Beacon Benefits.