SERVICES
At Let’s Beacon, we specialize in financial coaching and planning. Our services include:
Finance Coaching
Life Insurance
College Savings Plan
Business Services
FINANCE COACH
MAXIMIZING YOUR COMPANY'S PROFITS
The first step toward improving the financial health of a business is to conduct a financial analysis of your business. A proper analysis consists of five key areas (Revenues, Profits, Operational Efficiency, Capital Efficiency & Solvency, and Liquidity) each containing its own set of data points and ratios. We want to help you maximize your company’s results, set your revenue and expense goals, and operate at top efficiency.
We will generate reports and provide guidance on future forecasts to understand and better project future revenue.
As part of your financial analysis, we will advise you on how to increase profits by cutting unnecessary expenses.
Our strategies make it easier to appeal to investors/lenders and receive necessary funding to successfully grow your business to the next level.
To help you succeed, we will provide you with tools to increase your efficiency, improve existing business processes, and even implement new features.
Generally speaking, life insurance is a contract between you, as the insured, and an insurance company as a way to provide protection against the economic loss caused by your death.
The main reason for life insurance is to provide income replacement to your beneficiaries when you die. However, if our needs include estate planning, cash accumulation, or final expenses, life insurance can help you achieve these goals as well.
LIFE INSURANCE
TAKE THE WORRY OUT OF LIFE WITH INSURANCE PROTECTION
In its simplest form, life insurance is a promise between an insurance company and you, the policy owner. If you pay a certain amount of money (premium) to the insurance company, the insurance company will pay a certain amount of money (death benefit) to the person (beneficiary), you tell us to when the person whose life is being insured dies.
COLLEGE SAVINGS PLAN
Maximizing Your Investments for Higher Education
Investing in your children’s future is a decision that will give them the opportunity to choose the college they will attend. Choose a plan within your budget.
Investing in a child’s education can lead to higher earning potential in the future.
It can open up more opportunities and choices for the child in terms of career and education.
It can also lead to a better quality of life for the child and their family.
Investing in education can also help to break the cycle of poverty and improve societal outcomes.
Getting started is half the battle! We begin by getting to know each other, seeing if we’re a good fit, and simply introducing you to our financial advice-based approach. We’ll answer your questions and develop a tentative timeline of when decisions and services will be complete.
What are your goals for this year? Where do you want to be in 10 years? When can you retire? We will discuss your short and long-term goals as well as your financial concerns; we will request the necessary documents to develop a plan for you.
We get to work! We analyze and evaluate your financial status and work on your behalf to prepare answers to the questions you’ve asked. We may get back to you for more information during the process.
BUSINESS SERVICES
ARE COMMERCIAL SERVICES TANGIBLE?
Business services are referred to as the activities that assist businesses yet does not deliver a tangible commodity. For instance, information technology is one business service that supports various other business services such as shipping, procurement, and finance. Most of the businesses today are inclined towards specialized business services.
BUSINESS SERVICES
APPLICATION FOR ITIN
Because you are filing your tax return as an attachment to your ITIN application, you should not mail your return to the address listed in the Form 1040, 1040A or 1040EZ instructions. Instead, send your return, Form W-7 and proof of identity documents to the address listed in the Form W-7 instructions. On subsequent years, you would file your tax returns, as mentioned in the tax form instructions..
Get a quote
Our team will contact you
Beacon Consulting and Insurance Inc, founded in 2018, headquartered in Tarpon Springs , Florida City and with a branch office in Massachusetts, Avon specializes in offering various types of insurance and benefits for individuals, family, finance and business.
SUBSCRIBE TO OUR NEWSLETTER
