Beacon Retirement Planning Group, Inc.

Beacon Retirement Planning Group, Inc. At Beacon Retirement Planning Group, Inc., we believe that a plan is a powerful tool. In order to re In order to retire today, you need to have a financial plan.

At Beacon Retirement Planning Group we believe that a plan is a powerful tool. Without a solid retirement plan, you run the risk of falling short on income or leaving nothing to your beneficiaries. At Beacon Retirement Planning Group, we focus on helping you achieve your financial goals and dreams. Our goal is to create not only peace of mind, but show you how your nest egg can work for you. Kelly

Carter and Steve Conte will develop a unique financial plan catered to your short and long-term financial goals. Your satisfaction is extremely important to us and we want to help you achieve success in retirement. The Alternative Retirement Strategy™ provides you – the business owner, entrepreneur, airline, aviation business, medical and legal professionals – with the opportunity to use a unique financial strategy to fund your retirement NOW. These proven, PRINCIPAL PROTECTED strategies use the power of leverage to enable selective and tax-efficient transfer of wealth into powerful yet conservative financial programs. Beacon Retirement Planning Group is ready to serve your retirement planning needs. To schedule a consultation to discuss your financial future, contact us in Carlsbad, CA at 855-346-2663 | Lafayette, CO at 720-741-2774 | Palm Coast, FL at 760-271-2853 | other offices coast to coast by calling 855-346-2663.

Today was an incredible experience visiting the New York Stock Exchange—a place where history, innovation, and global ma...
03/11/2026

Today was an incredible experience visiting the New York Stock Exchange—a place where history, innovation, and global markets all come together. Standing on the trading floor is a powerful reminder of how capital markets fuel entrepreneurship, business growth, and opportunity around the world. Grateful for the chance to see firsthand where so many iconic companies and market moments have taken place.

Great article from Maryalene LaPonsie with insights on inflation trends, COLA expectations, and why health care costs co...
01/06/2026

Great article from Maryalene LaPonsie with insights on inflation trends, COLA expectations, and why health care costs continue to outpace benefit increases.

Economists are already forecasting the inflation rates that could be used to determine the 2027 Social Security COLA.

12/25/2025
From all of us at Beacon Retirement Planning Group, we wish you and your loved ones a very Happy Thanksgiving!Today, we ...
11/27/2025

From all of us at Beacon Retirement Planning Group, we wish you and your loved ones a very Happy Thanksgiving!

Today, we pause to reflect on the many blessings in our lives—family, friends, good health, and the trust of the clients and communities we’re honored to serve.

Thank you for letting us be part of your journey toward financial peace and a secure future.

🦃 Happy Thanksgiving from the Beacon team!

11/26/2025

Discover what many happy retirees already know.

11/19/2025

Many people overlook these keys to a happy retirement.

11/12/2025

Here's what can really make retirement better.

Don’t Let Year-End Surprises Haunt Your Finances! 👻Before the Halloween candy disappears and the holidays take over, tak...
10/31/2025

Don’t Let Year-End Surprises Haunt Your Finances! 👻

Before the Halloween candy disappears and the holidays take over, take a moment to check in on your finances. A quick review now can help keep any “spooky surprises” from creeping into your year-end plans.

🕯️ Make sure your retirement contributions are where they should be.
🎃 Double-check your investment mix before the markets get volatile again.
🧙‍♀️ Look for simple tax or giving opportunities before December 31.

A little planning now can save a lot of fright later!

From all of us at Beacon Retirement Planning Group, have a safe, happy Halloween—and a confident finish to 2025.

🌐 www.brpg-inc.com 📧 [email protected] 📞 855.346.2663

Thursday thought: “What if something unexpected happens down the road?” It could be extended health care, long-term care...
10/30/2025

Thursday thought: “What if something unexpected happens down the road?” It could be extended health care, long-term care, or just more years of retirement than you planned for.

At Beacon Retirement Planning Group, we help you consider and prepare for those possibilities—so you’re ready no matter what. If you haven’t talked about this part of your plan yet, let’s find time this week.

🌐 www.brpg-inc.com 📧 [email protected] 📞 855.346.2663

Mid-week check-in: If you’re thinking ahead to retirement, don’t forget the “income” part. It’s one thing to build a nes...
10/29/2025

Mid-week check-in: If you’re thinking ahead to retirement, don’t forget the “income” part. It’s one thing to build a nest egg. It’s another to make it last and serve your lifestyle.

At Beacon Retirement Planning Group, we work with you to turn savings into dependable income so you can enjoy your later years with peace of mind.

Want to explore what that looks like for you? Let’s talk.

🌐 www.brpg-inc.com 📧 [email protected] 📞 855.346.2663

Quick question: When was the last time your investment mix was reviewed? Things change—your goals, the markets, your wor...
10/28/2025

Quick question: When was the last time your investment mix was reviewed? Things change—your goals, the markets, your work life—and your portfolio should keep up.

At Beacon Retirement Planning Group, we help you make sure your investments are doing exactly what you need them to as you plan for decades ahead.

Want to review yours? We're happy to help!

🌐 www.brpg-inc.com 📧 [email protected] 📞 855.346.2663

Address

2100 Palomar Airport Road, Ste 214
Carlsbad, CA
92011

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18553462663

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