Beacon Capital Management
Beacon Capital Management Advisors (BCM) is committed to providing objective advice and guidance to individual investors, small business owners and corporations across the United States.
Wealth Management for Individual Investors
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.
Retirement Plans: Self Employed, Entrepreneurs and Small Business Owners
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: 401k and Defined Benefit Plans
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.
Safety and Security
Beacon Capital Management Advisors is a member of the Better Business Bureau.
As a client of BCM, we believe you are entitled to have complete confidence in the safety and security of your assets. BCM client investment accounts are custodied by National Financial Services LLC, a Fidelity Investments® company member NYSE/SIPC.
National Financial, a Fidelity Investments company and the second largest provider of clearing and custody services to broker-dealers with $465 billion in assets under administration (as of Dec. 31, 2010), offers firms access to a comprehensive clearing platform, inclusive of a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. In addition to being a leading clearing provider in the U.S. for nearly 30 years, National Financial leverages the strength and experience of Fidelity Investments, one of the world’s largest providers of financial services. 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.
Disclosures:
*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.