Beacon Retirement Planning Group is an independent financial services firm focused on helping business owners, pre-retirees, and retirees make informed decisions about retirement and wealth. It develops personalized strategies intended to coordinate family priorities, business transitions, income needs, and financial goals. Its services include retirement income planning, wealth management, tax-efficient planning, Social Security optimization, Medicare guidance, estate and legacy strategies, and business exit and succession consulting.

The firm also offers resources such as calculators and guides, and describes a discovery process called FORM™ and a proprietary HORIZON FORMula™ for shaping customized plans. For business owners, its planning addresses the transition from a sale or liquidity event toward ongoing financial needs and family wealth. Beacon says its approach is boutique and independent, aiming to provide clear guidance without product or shareholder direction.

It also describes coordinating tax, legal, wealth, risk, and business specialists through the Beacon Private Wealth Network. Investment advisory services are offered through CreativeOne Wealth, LLC; the firms state they are not affiliated