As we celebrate Beacon’s 20th anniversary, we’ve spent time reflecting on how far we’ve come. A lot has changed over the years, and our evolution has been remarkable.

In the early days, we manually completed and mailed account applications and other brokerage forms for clients to sign and return. We faxed documents to expedite processing, and updated account values in financial plans by hand. These processes were labor-intensive and time-consuming. Tasks that now happen almost instantly, once took days or even weeks to complete.

Today, Beacon’s ability to serve our clients has improved dramatically. Here are some key advancements:

• Streamlined Financial Picture: We can now securely link client accounts to our financial planning software, giving us an accurate, real-time view of your finances. This enables us to offer timely, effective advice and track your progress over time.

• Enhanced Tax Management: Our trading software tracks realized capital gains and losses throughout the year, allowing us to better manage the tax impact of trades. This helps us refine tax strategies like Roth conversions, donor-advised fund contributions, and qualified charitable distributions from IRAs.

• Virtual Meetings: We can hold virtual meetings with clients and other professionals, sharing our screen for a fully interactive and personal experience. We also attend continuing education sessions and conferences online, helping us stay ahead in the ever-evolving field of financial advice.

• Task Management: Our internal database alerts us to important tasks, ensuring our team stays in sync and providing a consistent, high-quality client experience. This allows us to deliver superior service while keeping everything on track.

• Information at Our Fingertips: We have access to an extensive database of client information, from meeting summaries to estate documents, risk profiles, and more. This holistic view helps us provide well-rounded, proactive advice tailored to meet your financial needs.

• Expansion of our Team:  Most importantly, Beacon is powered by a cohesive team of dedicated professionals of the utmost integrity who are committed to helping others, learning continuously, and delivering on their promises.

Looking to the Future
We’re excited about the future of Beacon and the opportunities it holds. We’re constantly seeking new technologies that will help us better serve you. Just know that at Beacon, our commitment to innovation isn’t just about adopting the latest technology—it’s about improving the client experience. These client-centered innovations reflect our dedication to delivering personalized and coordinated financial planning, tax and investment advice.

One example is a solution we’re testing that streamlines how we handle meeting notes. This tool not only transcribes detailed notes but also creates “to-do” lists and assigns tasks to our team, ensuring nothing falls through the cracks.

The possibilities are endless, and we look forward to continuing to enhance our services and the depth of our advice for your benefit. Stay tuned for what’s next!