Beacon Retirement Planning Group
Curated by SignalFinancial planning solutions connecting money to life goals and values.
Overview
Beacon Retirement Planning Group focuses on financial planning solutions for individuals, offering various tools for personal finance management. The platform allows users to aggregate financial data, providing an overview of their financial health. Utilizing algorithms, Beacon develops customized financial plans that align with individual goals, including retirement and wealth accumulation. Key offerings include comprehensive financial life plans, the Bear Market Survival Guide, AssetMap, and risk analysis tests. The firm aims to connect clients' financial decisions with their life goals, ensuring that financial strategies reflect individual aspirations. The target audience includes individuals looking to improve their financial well-being.
Key facts
- Founded
- 2005
- Headquarters
- Carlsbad, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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