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FORM ADV, PART 3 CLIENT RELATIONSHIP SUMMARY (FORM CRS) Effective June 1, 2020, Beacon Financial Advisors, Inc. (Beacon Financial, we or the Firm) is registered with the Securities and Exchange Commissionasaninvestmentadviser.
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Beacon Financial Advisors is a financial advisory firm that provides personalized financial planning services to individuals and businesses.
Individuals or businesses who have received financial advice or services from Beacon Financial Advisors are required to file their financial information with the firm.
To fill out Beacon Financial Advisors, individuals or businesses need to provide details about their financial situation, goals, and any investments or assets they may have.
The purpose of Beacon Financial Advisors is to help clients create a comprehensive financial plan that aligns with their goals and objectives.
Information such as income, expenses, investments, debts, and assets must be reported on Beacon Financial Advisors.
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