Financial Planning
Wealth Management
Investments
Retirement Planning
Group Employee Benefits
EmployeR Sponsored Plans
BEACON ICG
Employee Benefits & Financial Services
Start preparing for
a more confident future.
Whether you’re starting out on your financial planning journey or you’re looking for a new way forward, our financial advisory team can help you chart a course that results in you having the financial confidence you desire. We provide wealth management services including retirement planning, college planning, insurance, investment guidance, and holistic financial planning. We also help clients navigate group benefits for their employees and assist in implementing employer-sponsored retirement and benefit plans for businesses large and small.
Personalized advice
Your financial goals are unique to you. Learn how we can help you pursue them.
Your financial goals
Learn more about key financial and investment insights to help you work towards your goals.
Fiduciary Focus
At Beacon ICG, we're committed to standing alongside you as an investment Co-Fiduciary.
About Beacon ICG
Beacon ICG, based in the Northeastern US, is a wealth management firm serving individual clients and businesses across the country. We’re dedicated to ensuring our clients are supported by a team of experienced professionals to offer clarity around their financial goals. Click below to learn more about our team and how we can help you plan for your financial future.
Wealth Management Services
From wealth management to offering your employees retirement & benefit plans, at Beacon ICG we’ve got your wealth management needs covered. Our holistic approach to financial guidance ensures you’re clarifying your big picture goals and proactively planning for your future as you take steps to pursue those goals.
Financial Planning
GREAT FINANCIAL TEAM
YEAR FOUNDED
BEACON ICG
“You cannot escape the responsibility of tomorrow by evading it today.”
Abraham Lincoln
Lincoln’s words suggest that rather than denying your debt and put off dealing with it until later, you roll up your sleeves and get to work managing it now. Or, when it comes to saving money, start a savings or retirement plan today rather than waiting until it’s too late.
FINANCIAL STRATEGIES
Group Employee Benefits
From health and dental insurance to disability coverage and life insurance, there are a number of potential group benefits you can offer your organization. Our team can help you make the right decisions for your needs and those of your employees. Learn more about how we help you explore and secure group employee benefits by clicking below.
Employer-Sponsored Retirement Plans
Retirement Planning
Planning for retirement is the process of beginning with the end in mind. As we collaborate with you to create your retirement plan, we’ll help you both clarify your vision for life after “your 9-5” and share the steps needed to ensure a comfortable and sustainable retirement.
College Planning
Imagine providing for your child’s education so they don’t need to worry about the weight of student loan debt. At Beacon ICG, we’re here to help your family save for college in ways that make the most sense for you.
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