Alan Yanowitz focuses on assisting successful families, professionals and business owners make better choices about their money. By making better choices about their money, his clients can then focus on those elements of their lives that are even more important than money, including improving their health, spending time with family and friends, and giving back to the community.
As a planner with Beacon Financial Partners, LLC, Alan brings his knowledge and expeience achieved from 30 years of counseling clients, formerly as an attorney and for the past 25 years as a financial advisor. Active in his community, Alan gives back by volunteering his time to a number of non-profit organizations.
Register HERE for the 11/07/23 Tax Seminar: https://www.surveymonkey.com/r/YanowitzTaxSeminar
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.comBeacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO, and the above firms are independent and non-affiliated.
IMPORTANT INFORMATION:
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
