its Beacon Advice Frist anniversary today!!

πŸŽ‰ Happy 1st Anniversary Beacon Advice! πŸŽ‰

Today marks a significant milestone for us – it’s been one year since Beacon Advice came to life!!

This journey began with a simple yet powerful vision shared between my son and me, culminating in our guiding principle: ‘Lighting the way for future generations’.

Our collaboration with Steve Wilson of Wilson Design has been nothing short of inspiring, leading to the creation of a brand identity that’s not only visually striking but also embodies our core values and mission.

A pivotal moment in our journey occurred in July 2023, when my esteemed colleagues and friends, Mary Morgan and Sharon Whitehead, began consulting under the Beacon Advice brand for their own businesses.

Their addition has significantly enriched our team with more depth and expertise.

We are excited about the prospect of welcoming more ‘Beacons’ to our fold when the time is right and we find individuals who share our ethos and commitment.

I extend my deepest gratitude to our introducers, whose trust and support have been instrumental in connecting us with individuals and families in need of guidance.

Your belief in our mission has been a cornerstone of our growth.

To our valued clients, both new and those who have generously referred others to us – thank you.

Your confidence in our services not only fuels our passion but also reinforces our commitment to delivering exceptional estate planning advice.

My heartfelt thanks go out to my wife and family for their unwavering support and encouragement.

Your backing is the bedrock of my strength and motivation, and it means everything to me.

As we look ahead, we are filled with excitement for another 12 months of making friends and helping people.

Here’s to continuing our mission of securing the future for generations to come, ensuring that every piece of advice we give continues to light the way forward.

Here’s to many more years of friendship, guidance, and success.


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