Your Financial Future Starts Here

Comprehensive Financial Planning in Columbia, SC

Beacon Group helps individuals and families in South Carolina create clear, customized financial plans — so you can move forward with confidence and purpose.

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Retirement Readiness

We help you identify when you can retire, how much you’ll need, and how to get there — with a written plan you can trust.

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Tax & Income Coordination

We build strategies to reduce tax liability and structure your income streams efficiently — so more stays in your pocket.

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Smart Investment Strategy

Our portfolios are designed to match your timeline and risk tolerance while keeping your retirement income goals in focus.

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Estate & Legacy Planning

We align your financial plan with your estate wishes to ensure your wealth supports the people and causes you care about.

A great financial plan doesn’t just organize your money — it unlocks your life.

What’s Included in Your Financial Plan?

At Beacon Group, your financial plan is built around you — not a pre-set template. We start by getting to know your goals, values, and current financial picture. Whether you're 5 years from retirement or already retired, we design strategies that support your lifestyle and legacy.

Our planning process covers everything from cash flow and budgeting to investment strategy, retirement income, insurance coverage, tax planning, and more. We assess your current situation and help you make the right decisions now to avoid regrets later.

As financial planners in Columbia, SC, we act in your best interest at every step. That means clear advice, no hidden agendas, and a partnership that evolves with your life. You’ll leave with a roadmap — and a team you can rely on.

  • What does a financial plan from Beacon Group include?


    Your plan includes retirement readiness analysis, investment strategy, tax planning, income projections, and estate planning coordination. It’s a 360° view of your financial life — customized for your goals.

  • When is the best time to create a financial plan?


    Ideally, 5–10 years before retirement. But it's never too early or too late. We work with clients in their 30s through their 70s, adjusting plans to fit every life stage.

  • How often do you update the plan?


    We review your plan annually, or more often if needed. Life changes, and so should your financial strategy. We’re with you every step of the way.

Personalized Plans

No cookie-cutter templates — your financial plan is built to reflect your values, priorities, and timeline.

Experienced Fiduciaries

With over 30 years in business and 60+ years of combined experience, we guide with care and expertise.

Local, Trusted Advisors

Based in Columbia and serving Lexington, Irmo, Chapin, and Blythewood — we know the Midlands and we’re here when you need us.

Let’s Build a Plan That Works for You

Whether you're preparing for retirement, planning a career change, or just want to feel more in control of your finances, our financial planning services give you clarity and confidence. We’ll walk you through the process, explain every recommendation, and make sure your plan grows with you.