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Beacon Retirement Planning Rd
- Business Services
- Carlsbad, CA
About this business
Location details
2100 Palomar Airport Road #214-8, Carlsbad, CA, 92011, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I started working with the Beacon Retirement Planning Group in 2023 to begin planning for my retirement in 2024. Kelly and Sherri helped me navigate through the Medicare enrollment process and expertly handled all of the financial activities to rollover, transfer and setup new retirement planning accounts and strategies. I appreciate their attentiveness, guidance and advice, and know that I am in great hands in reaching my retirement goals. Thank you Kelly and Sherri!
Wouldn’t have thought it was possible to retire now, but thanks to this great team, I feel safe and confident in this next chapter of my life! Thank you Kelly, Sherri and Joe!!
I can’t say enough about the Beacon Retirement Planning family. I have been with them for 4+ years now. During our meetings, they take the time needed to answer all questions and I leave feeling very confident that they are taking care of my financial future. They helped me with my retirement transition of all my investments. Also gave me guidance in the Medicare process as well. I have peace of mind that all my investments are in good hands, and I love them all dearly.
My advisory team, Stephanie Wendt and Kelly Carter were great. We had a bit of a complicated fact pattern in that my wife was turning 65 prior to me, she did not have 40 quarters of work for Social Security purposes, we were living part time in two states and she was applying for Medicare under my name. Stephanie and Kelly cut through the complications like butter and made the entire process seamless for my wife and I. When I turn 65, I will definitely be reaching back out to them. I recommend that anyone else should do the ... read more
Frequently asked questions about Beacon Retirement Planning Rd
How is Beacon Retirement Planning Rd rated?
Beacon Retirement Planning Rd has a 4.7 star rating with 7 reviews.
When is Beacon Retirement Planning Rd open?
Beacon Retirement Planning Rd is closed now. It will open tomorrow at 9:00 a.m.
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