Welcome to Beacon Retirement Strategies
Retire with Confidence. Live with Purpose.
Guiding Your Retirement with Clarity & Confidence
Planning objective financial advice
Strategic Asset Management
You and your family work hard to grow your wealth. Our asset management approach is designed to protect what you’ve built and grow it wisely over time, using a disciplined and personalized strategy.
Personalized Investment Planning
Through smart diversification and tailored guidance, we help you stay focused on long-term growth—while avoiding short-term noise—to preserve and build lasting financial confidence.
Retirement Success Strategy
Many retirees lack a clear, written plan for the future. We help you build a personalized roadmap so you can step into retirement with clarity, confidence, and financial peace of mind.
Social Security Optimization
Retirees often miss out on critical income due to poor timing. Our analysis helps you choose the best time to claim Social Security benefits and maximize your total lifetime value.
Proactive Tax Planning
While taxes are inevitable, surprises don’t have to be. We help you create a forward-thinking plan to reduce your tax burden in retirement and keep more of your hard-earned money.
Ongoing Financial Coaching & Reviews
We offer consistent check-ins, updates, and education to adapt your retirement plan as your life and goals evolve.
Meet the Team
People You Can Trust. Experience You Can Count On.
Mark Collier
Founder & Senior Advisor
Matt Glass
Senior Advisor
Mitch Whitney
Marketing Director
Aaron Schmidtke
Portfolio Allocation Manager
Becky Kelderman
Events & Seminar Coordinator
Gene Perez
Certified Financial Planner & Investment Allocation Manager
Charles Johnson
HR & Compliance Manager
Jane Alburo
Executive Assistant
