David Olson's Contact Details

David Olson's Company Details

Beacon Financial Partners

Shaker Heights, OH, US • 20 - 49 Employees
Financial Services

Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, and provide the ultimate client planning experience.We believe financial advice is a process not a product.Our clients all have various life goals and visions for their future. Our focus is to understand what these are and in turn recommend strategies that we will help implement to accomplish their mission.The relationship may start with helping to answer tough questions like these:•Financially, what is keeping you up at night?•What is your strategy to generate your "paycheck"​ in retirement?•Are your assets positioned for a market correction? Are you protected?Through our process the impact can be realized in these areas:•Forecasting retirement needs•Balancing market risk versus investment return•Determining how much insurance is needed•Evaluating education funding strategies•Integrating additional investment strategies•Executing a charitable giving strategy•Implementing a well-coordinated estate plan•Assisting business owners with their corporate benefit programsand succession.Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated.