Bacon Financial Management, Inc.

 

As a comprehensive wealth management advisor, Bacon Financial Management, Inc. has the ability to bring all aspects of our clients’ financial planning in line with their personal and professional goals. Our services encompass overall strategy decisions to maximize wealth, as well as handling the small details to free our clients’ time for enjoying the life they have worked diligently to create for themselves and their families.

Our clients benefit from personal attention by a dedicated financial professional fully committed to understanding each client’s individual and family financial situation. The goals we identify to fit our clients’ unique situations are the basis from which we devise a financial plan. Bacon Financial will then oversee the implementation of this plan and will remain a committed partner to our clients as their financial needs and goals adjust for their life stages. Many of our clients come to Bacon Financial with specific goals such as stock option planning, investment planning, asset protection, philanthropic giving, or estate planning. For others, Bacon Financial develops financial strategies to increase their net worth.

Bacon Financial strives to assist our clients with all aspects of their personal and business wealth management needs. Our clients have the flexibility to choose the level of service that best meets these needs. Bacon Financial’s only motivation is to help our clients achieve their short-term and long-range financial goals. As a fee-only financial firm, our recommendations are not influenced by commissions, product sales, or referral bonuses.

Investment Philosophy

The most important investment decision is balancing stable and growth assets. Factors weighing on this balance include time horizon, risk tolerance,  and short- and long-term use of funds. A properly balanced portfolio enables investors to meet their financial goals.

Focus on Family

Bacon Financial coaches our clients and their families to include generational goals in their overall financial plans. Most parents have a basic financial goal as they raise their children: helping them transition from a family payroll to being financially independent. Many of the things we do for our children, though, can inhibit their personal growth toward autonomy from us. Equally important to parents is knowing that their wealth will pass onto their children and grandchildren without excessive estate tax burdens, including generation-skipping taxes.