Business Details
21 Years
experience
Your Trusted Partner for Secure Retirement Solutions
Beacon Financial Group has been dedicated to helping individuals secure their financial futures since 2005. Our approach prioritizes safety, reasonable returns, and simplicity in retirement planning. We specialize in annuities, life insurance, and wealth management strategies tailored to individual needs. Our team focuses on protecting clients' assets while offering educational resources through seminars and personalized consultations. With decades of combined experience, we emphasize transparency, client education, and long-term financial security. Our services are designed to help clients navigate market uncertainties and create sustainable retirement income.We maintain strong relationships with clients through regular financial checkups and active money management strategies. Our commitment to community values extends to supporting local charities and organizations. Our expertise in fixed indexed annuities and indexed universal life insurance provides clients with market-linked growth potential without direct market risk. We believe in empowering clients with knowledge to make informed financial decisions.
Services
Retirement Strategies
Life Insurance
Annuities
Wealth Management
Educational Seminars
Details
- Year established: 2005
Highlights and features
- We prioritize safety while maintaining potential for reasonable market-linked returns
- Our team offers over 18 years of experience in retirement income strategies
- We provide free educational seminars with no-obligation consultations
- We focus on simplifying complex financial concepts for client understanding
- Our active money management approach adapts to changing market conditions
Services
Retirement Strategies
We develop personalized retirement strategies focusing on asset protection and sustainable income. Our approach combines market-indexed products with safety-first principles to help clients maintain financial security. Services include portfolio reviews, income projections, and customized implementation plans.
Life Insurance
Our life insurance offerings include indexed universal life policies that provide death benefits and potential cash value growth. These policies offer tax advantages and can serve as retirement income sources while protecting beneficiaries with tax-free benefits.
Annuities
We specialize in fixed indexed annuities that offer principal protection and market-linked interest growth. These products provide guaranteed income streams for life while protecting against market downturns, with tax-deferred growth benefits.
Wealth Management
Our wealth management services include active portfolio management and annual financial checkups. We help clients maintain proper asset allocation, monitor changing needs, and adjust strategies to ensure long-term financial objectives remain on track.
Educational Seminars
We offer free educational seminars covering retirement strategies, market protection techniques, and income planning. These events provide valuable information about annuities, life insurance, and wealth management in an interactive setting with personalized follow-up options.
People
John Olson
Founder
John Olson founded Beacon Financial in 2005 with life, health, and annuity insurance licenses plus a Series 65 license. He focuses on building client relationships and helping retirees achieve financial security through personalized strategies.
Jen Mikell
Marketing & Event Manager
Jen Mikell manages marketing initiatives and client events while coordinating schedules. With 40+ years in service industries and business ownership experience, she connects with clients through personalized communication and event coordination.
Sabina Cicak
Office Manager
Sabina Cicak handles client communication and onboarding as Office Manager. With a business degree from Champlain College, she provides friendly support while managing administrative operations and client interactions.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies including annuities, life insurance, and wealth management solutions tailored to individual financial goals.
How do fixed indexed annuities work?
Fixed indexed annuities offer principal protection while crediting interest based on market index performance without direct market risk.
What makes your approach different from other advisors?
We combine safety-first principles with market-linked growth potential and emphasize simplifying complex financial concepts for clients.
Do you offer educational resources for retirement planning?
Yes, we host free educational seminars and provide personalized consultations to help clients understand retirement options.
How do you help clients during market downturns?
Our strategies focus on protecting principal while maintaining growth potential through market-indexed products that don't lose value.
What experience does your team have?
Our founder has over 18 years of experience with specialized licenses in insurance and investments, serving Vermont clients since 2005.
