Lighting the way to the retirement you deserve

We empower you to confidently pursue your dreams and goals through comprehensive financial planning.

UNSURE HOW TO BUILD A confident retirement?

Watch how Beacon Associates helps clients get on track — and stay there.

WATCH OUR STORY

Problems We Help Solve

What do you want out of retirement? What do you want to leave behind? We can help you use the nest egg you’ve built to fund your retirement future.

How can we help you?

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Hard work built your life. Purposeful planning protects it.

From Smokestacks to Lighthouses: Your Guide to a Wise Retirement blends decades of professional financial guidance with the grit, resilience and family values learned beneath the smokestacks of Chillicothe’s paper mills. Steven Wise and Quinten Wise of Beacon Associates share relatable stories and hard-earned lessons to help you navigate life’s unexpected transitions.

Risk management: Protect your hard-earned wealth from unexpected storms.
Tax strategies: Keep more of what you earn with smart, proactive planning.
Advanced estate planning: Leave a lasting legacy for future generations.

Download the first chapter for free and learn how to build a custom plan that gives you a clearer sense of direction.

Help Me Navigate the Unexpected

Start your Retirement Voyage in 4 easy steps.

Discovery

Analysis

Solution

Implementation

We start by looking at your current financial situation, then discuss how much risk you are comfortable with.

Because we believe your portfolio should reflect your risk tolerance, we examine your current risk and return rates, plus run forecasting scenarios under different market conditions.

At this stage, we will present a long-term retirement strategy that is tailored to you and explain the rationale behind our recommendations.

Once you’ve decided to work with us, we’ll identify any needed adjustments or additions to your investment portfolio.

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