Beacon Financial Planning, Inc.

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Description

Beacon Financial Planning, Inc. offers comprehensive fee-only financial planning for individuals and families in the Greater Boston region, including Cape Cod. Working with our clients we create a financial plan that incorporates the following: goal setting, emergency funds, debt management, insurance, investments, college planning, retirement planning, taxes, and estate planning. We also provide on-site corporate education seminars and employee financial consultation. Linda Gadkowski, M. Ed., CFP, and Walter Herlihy, ChFC, have over 40 years combined experience in the financial planning industry, serving both individual and corporate clients. Both Walter and Linda taught before joining the world of financial planning, and consequently take their role as financial educators very seriously. Financial education is something that is ongoing, as managing money is part of our daily lives. It is important that our clients not only understand the recommendations they are given, but realize the considerations and factors that determine that advice. Every time we see a client, we are then building on the previous lessons, giving them life skills to help them achieve their financial goals.

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