Beacon Capital Management Advisors (BCM) is committed to providing objective advice and guidance to individual investors, small business owners and U.S. corporations. BCM is registered in 50 States.
BCM advises individual investors with many facets of financial planning and wealth management. We help individual investors with saving for their children's education (529 plans) and funding their retirement plans, while having the flexibility to choose from stocks, bonds, institutional money managers and over 10,000 mutual funds.
Beacon Capital Management Advisors is experienced in setting up retirement plans for our clients and provides retirement plan solutions to the self employed, entrepreneurs and small business owners. BCM serves as an educational resource by providing expertise and valuable information about the SEP IRA, Individual 401k, Simple IRA and Defined Benefit Plan.
Corporate clients of BCM benefit from our retirement plan experience and expertise due to our existing relationships with numerous 401k providers. Our understanding of the corporate retirement plan marketplace enables us to find the retirement plan that is best suited for our clients.
Beacon Capital Management Advisors is an Accredited Business of the Better Business Bureau since 2004.
As a client of Beacon Capital Management Advisors, we believe you are entitled to have complete confidence in the safety and security of your assets. BCM client investment accounts are carried by National Financial Services LLC, Member NYSE/SIPC. As of June 30, 2015, National Financial has $445 billion in total assets. For more information about National Financial, please visit www.nationalfinancial.com.
BCM client accounts are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 with cash claims limited to $100,000. SIPC coverage protects your assets in the event National Financial should fail to meet its obligations. Securities in accounts are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims to $100,000). For details, please see www.sipc.org. In addition, National Financial has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.
*The information on this page is for informational purposes only and does not constitute, and should not be construed as, professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.
*Information contained in these sections merely highlight some benefits. There are risks involved with all investments that could include tax penalties and risk/loss of principal.