Nashville’s Full-Service Wealth Management Firm
Meeting Locations in Franklin, Brentwood and Mount Juliet
Beacon Capital Management is one of Middle Tennessee’s premier wealth management and retirement planning companies. Founded by Pete Benson and Jon Maxson on old-fashioned values, the entire Beacon team is committed to providing our clients with solid investment advice and uncompromising service.Learn More
Beacon Capital Management is one of Middle Tennessee’s premier wealth management and retirement planning companies. Founded by Pete Benson and Jon Maxson on old-fashioned values, the entire Beacon team is committed to providing our clients with solid investment advice and uncompromising service.
Although the financial services industry is subject to change, the principles on which Beacon was founded have remained steadfast: Clear and uncomplicated financial direction and comprehensive asset management services designed to manage risk, generate income, and preserve wealth.
At Beacon Capital Management, we don’t believe in a “one-size-fits-all” approach – no two situations are alike. We tailor our clients’ financial strategies to help them achieve their specific lifetime goals and objectives.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
A look inside the U.S. government's statistics on household net worth.
When considering life insurance, it's important to understand your options.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?