Welcome to Beacon Associates!
We make it a priority to know you as a client and understand your needs and style so that we can create a customized plan for your unique situation. On the following pages are some questions designed to help us understand you better. Please answer this quiz prior to meeting with your Advisor.
This process should only take about 10 minutes.
We make it a priority to know you as a client and understand your needs and style so that we can create a customized plan for your unique situation. On the following pages are some questions designed to help us understand you better. Please answer this quiz prior to meeting with your Advisor.
This process should only take about 10 minutes.