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Our Values in Action: P.I.E.
We light the way to your success through strict adherence to our core values which we call P.I.E.
Personal touch, Integrity rich, Experience-based solutions.
The first thing most advisors notice when talking with Beacon is how little we talk about ourselves. Our genuine interest is in your practice, the needs of your clients and what success means to you. We’re dedicated to providing a personal touch.
Not only do we strive to do the right thing when someone is watching, we also do the right thing when no one is watching. We’re straight forward and honest. Integrity is the key our success.
Beacon has over 125 years of combined experience. Our team has worked in various facets of the financial services industry and we deliver this experience to you in the solutions we offer.
Our Mission in Action: Humanitarian Outreach
We stand by our mission of serving our fellow man. In addition to our annual food drive, we make humanitarian service an integral part of our incentive trips. We give back through service to others for the good of us all.
CAM-20 School, Cancun Mexico 2012
We delivered walking canes, dark glasses and money to Centro De Atencion Multiple—a school serving visually and/or hearing impaired children.
West Hawaii Veterans Cemetery 2013 While visiting the Big Island of Hawaii, we spent an afternoon planting trees at the West Hawaii Veterans Cemetery as part of the restoration project at the cemetery.
Ethiopia 2015 We donated solar-powered lanterns to families in rural Ethiopia. With no access to light after sundown, the lanterns provide much needed light so the children can study.