# Beacon Retirement Planning Services

Beacon Retirement Planning Services is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** www.beaconfg.com
- **LinkedIn:** https://www.linkedin.com/company/beacon-financial-group-dallas-tx

## Regulatory record

- **Reports private funds:** No

## About

Beacon Retirement Planning Services is a wealth manager based in Dallas, US. It manages approximately $1 billion in assets, primarily serving clients in North America.

## Sectors

- Insurance & Annuities
- Estate Planning
- Tax Strategy

## People

- Margaret Black-Scott — President and CEO

## Questions

### What is Beacon's core advisory focus?

Beacon Retirement Planning Services concentrates exclusively on retirement income distribution. The firm designs income-replacement strategies for clients moving from asset accumulation to decumulation, addressing pension elections, Social Security timing, and withdrawal sequencing. Growth-oriented portfolio management is not its primary mandate.

### Does Beacon manage discretionary portfolios or operate on a fee-only basis?

Beacon is a fiduciary advisory. The firm structures compensation through fee-based asset management and advisory retainers, avoiding transaction-based brokerage models. Its investment approach tends to incorporate insurance-based income products alongside traditional managed account solutions.

### Who runs investment strategy at Beacon Retirement Planning Services?

Margaret Black-Scott, President and CEO, leads the firm's strategic direction and client advisory methodology. The practice's intellectual capital centers on distribution planning rather than proprietary fund management, with Black-Scott serving as the primary architect of the firm's planning frameworks.

### What types of clients does Beacon typically serve?

The firm targets pre-retirees and recent retirees, with a particular emphasis on corporate executives navigating employer-sponsored retirement benefits. Its planning engagements often address concentrated employer stock positions, deferred compensation plans, and defined-benefit pension lump-sum offers.

### Is Beacon affiliated with a larger financial institution or broker-dealer?

Beacon operates under the Beacon Financial Group brand, which functions as a regional independent advisory. The practice does not publicly disclose a parent institution or aggregator relationship, maintaining its structure as a locally managed fiduciary shop in the Dallas market.

## Related profiles

- [Beacon Pointe Wealth Advisors](https://altss.com/profile/beacon-pointe-wealth-advisors)
- [Beaconsfield Capital](https://altss.com/profile/beaconsfield-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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