Retirement Accounts, IRAs, 401Ks, 529 Plans, Financial Services, Stocks, Bonds, Mutual Funds, Variable and Fixed Annuities, Insurance
As a member of the FINRA and SIPC, Beaconsfield Financial Services, Inc. is a full service brokerage firm specializing in personal relationships established between a registered representative and his/her client.
Should you wish to transact business or discuss your personal investment needs, please call your Beaconsfield registered representative. If you do not currently have a relationship with Beaconsfield established, please call to discuss establishing one. A strong portfolio is built on a sound foundation. Working with your stated objectives and goals, we have the expertise and resources at Beaconsfield Financial to direct your investment strategies. We look forward to helping you with your investments.
Newsletters
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?