Broker Check
Who Are We? Media- TV and Radio Road Map


Learn How Your Wealth, Tax, and Estate Plan Can Work Together in Retirement!

Register Now  Watch The Show  

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.

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.

Establishing a relationship with a wealth advisor is something that deserves careful attention. When you take our qualifications and experience, array of services, and disciplined process into consideration, we’re confident you’ll agree that Beacon Capital Management is the right choice for you and your family! We look forward to working with you.

Learn More

Featured In...

Choose Beacon

Establishing a relationship with a wealth advisor is something that deserves careful attention. When you take our qualifications and experience, array of services, and disciplined process into consideration, we’re confident you’ll agree that Beacon Capital Management is the right choice for you and your family! We look forward to working with you.


Please use the form to the right to ask any questions you may have!

 

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.


Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Building Your Legacy

A four-step framework for building a personal legacy.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow