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About Beacon Private Wealth Management

Institutional-Quality Advice for Individuals, Families, and Businesses As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed that institutions invested differently from individuals. For decades, certain strategies that institutions and the uber-wealthy used to build and preserve wealth were unavailable to most investors. Over the last few years many of those barriers have come down and investors now have access to more strategies and solutions than ever before. The key is to work with an advisor who understands all of these strategies, both the benefits and pitfalls. Beacon Private Wealth Management delivers institutional-quality wealth management solutions. We accomplish this by: 1) Using cost-effective investments 2) Offsetting liabilities with cash-flow 3) Mitigating taxes 4) Reducing volatility Whatever your goals, whether they are aspirational or modest, short-term or long-term, our priority is to make them a reality. Beacon's comprehensive services include: - Retirement Planning - Business Succession Planning - Estate/ Legacy Planning - Custom Portfolio Construction - Risk Assessment & Mitigation - Debt Optimization - Mergers & Acquisitions - Philanthropic Services Registered representative of and securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd NE, Suite 200, Cedar Rapids, IA 52411, member FINRA/SIPC. Beacon Private Wealth Management and NFGI are independent entities. Please visit the link below for important disclosures regarding social media interaction. https://www.nationsfg.com/disclosures/SocialMediaDisclosure.pdf

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