Plainfield Area Chamber of Commerce

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September 2010 - Members' Luncheon Sponsor - Beacon Financial Planning Services, Ltd.

Date: 
Sep 1 2010

Beacon Financial Planning Services, Ltd
15409 South Route 59
Plainfield, IL 60544
Phone: (815) 577-0029
www.beaconfpsl.com
…Lighting Your Financial Pathway
 
What we do:
 
* We focus on helping you clarify and pursue your financial goals
* We craft customized financial plans and evaluate their progress
* We help you plan for all of life's events
 
Areas of focus:
Comprehensive financial plans, investment and risk management
 
Credentials:
Diane R. Maloney, MA, CFP; Mohsin, M. Dada, MBA, CFP; Registered Paraplanners Mary T. Smith and Kristin M. Johnson
 
Diane R. Maloney has been providing professional financial services for more than 20 years.  She is the founder and President of Beacon Financial Planning Services, Ltd.  Representateives of her company use a team approach in their work with clients.  They also work cooperatively with other professionals, such as attorneys and CPAs.  They help clients pursue financial stability, educate children, maintain retirement security, simplify financial affairs or transition to new opportunities.  Along the way, they strive to protect their clients' progress, ease them through challenges, encourage them to have fun, and pass on their legacies.

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