Beacon Light Planning, LLC is a Financial, Tax and Legal Services Firm based in Wayland, MA, a firm focused on tax planning to build and preserve wealth through investment strategies, survivorship planning, retirement planning, legacy planning, and estate planning.
Our comprehensive range of services strives to consolidate all of your financial activity in one place. The goal of this integrated approach is to simplify financial matters and allow you to spend more of your valuable time on the things that matter most.
We measure our success by our clients’ ability to reach their individual goals. We strive to create long-term, lasting value for our clients. As your advisor, we will help you build a solid foundation for financial independence – however you may define it.
Our mission is to create long-term value for our clients through experience and quality service in the areas of financial strategies, employee benefits, tax planning, insurance, and estate planning.
Our goal is to offer you an integrated and seamless experience as we partner with other professionals to design a financial plan that can help meet your objectives. Working as a team, we will address your most current needs first. We strive to ensure as we work through your existing financial picture, that your comprehensive, long-term financial strategy is the embodiment of your individual, financial aspirations.