About this item

Pete Benson and Jon Maxson are Financial Advisors at Beacon Capital Management, the firm they started 15 years ago. Beacon is a full-service Wealth Management firm based in Cool Springs area of middle Tennessee and serves clients within about a two hour radius of that office. Though Beacon works with clients of ALL ages, the vast majority of their clients fall within the age 50-70 range. What Pete and Jon have found is that for that age group, they are more concerned about protecting their money and getting a reasonable rate of return than they are about aggressively growing their investment nest egg. In this book they share ideas and strategies on building a custom retirement roadmap, reducing fees and taxes where possible, investing with a bias towards income, and much, much more.