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Aired Live on 1210 Radio WPHT - 11/22/2023 | 10:30am EST
Brian Menickella of Beacon Financial joins Dawn to expand on the deception of Retirement services, and the schemes to get your money in retirement years.
As co-founder and managing partner of The Beacon Group of Companies, Brian Menickella has over thirty five years in the financial services industry. His core competence is in Corporate Retirement Plans and Wealth Management. Brian is widely known in the retirement plan marketplace and is a contributor for Forbes Magazine. He has also appeared in publications such as The Wall Street Journal, US News & World Reports and Philadelphia Inquirer. He is also a multiple recipient of the "Five Star" wealth manager award as seen in Philadelphia Magazine. Along with his wealth management practice Brian also works closely with professional baseball and football players, helping them with money management.
Unchecked hidden fees in small business 401(k) plans continue to be an issue despite regulation, litigation and advancements in plan design leading to years of fee compression, according to a recent white paper by the Wayne, PA advisory firm Beacon Financial Services...[read more]
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Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The advisors at Beacon Financial Services have attained Investment Advisor Representative Certification from the Centre for Fiduciary Excellence (CEFEX) for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).