When we started Beacon Financial Strategies twenty years ago, we had no idea what lay ahead. We only knew we were a strong team, united by shared values and a deep desire to help people navigate the often confusing world of financial planning, taxes, and investments. From the beginning, we saw a bright future—one filled with opportunities to use our knowledge and people skills to make a real difference in the lives of others.

Since 2004, much has changed, but one thing has remained constant: our unwavering commitment to helping our clients. As we’ve matured and experienced life’s ups and downs ourselves, we’ve come to truly appreciate the value of the advice Beacon provides and the difference it makes for our clients.

It’s also deeply humbling to reflect on the trust and confidence you’ve placed in our team. Many of you have faced major life transitions—times when you had to make significant financial decisions with long-term impacts. We are honored that you’ve entrusted us to help you weigh your options, evaluate risks, and provide the validation needed to move forward confidently.

We believe that this sense of validation, and the peace of mind it brings, empowers our clients to live their best lives. Whether that means traveling with confidence, making meaningful gifts to charity or family, retiring, relocating closer to loved ones, buying a vacation home, starting a business, or simply enjoying life’s pleasures—these are the moments that make life richer and more fulfilling.

And you know what? Knowing that we’ve played a part in helping you make those decisions and live your best life is incredibly rewarding for all of us at Beacon. We love hearing your stories, seeing your photos, and celebrating your memories with you. It truly brings us joy and motivates us to continue helping others in the same way.

Thank you for your trust, your stories, and the inspiration you provide. Here’s to the next 20 years of partnership, growth, and making the most of life’s opportunities together!