Retirement Educationmarketingwithjosie@gmail.com2021-09-21T09:32:31-04:00

Offering Education Sessions on the Following Topics:

Taxation in Retirement

Risk Management

Legacy Planning

Investment Strategy

Income Planning

I never had to manage the finances before, I knew there was a chance I could miss something. I feel so empowered with all that I’ve learned.

I retired but then started a new small business. I don’t think I ever want to truly stop “working” and it keeps me busy. Lots of components to consider and very thankful Shawn has my affairs in order.

Educate

Knowledge is Power

Serve

Driven for YOU

Support

Lifetime Goals

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Beacon Wealth Advisors

19315 West Catawba Avenue

Cornelius, NC 28031

(704) 947-8444

Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Beacon Wealth Advisors and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Beacon Wealth Advisors offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Beacon Wealth Advisors and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Copyright 2019 Beacon Wealth Advisors | All Rights Reserved | Powered by Sharp Digital Marketing.