CFP®, CLU®, ChFC®
Beacon Financial Planning, Inc.
Fee Only Financial Planner Located Boston, MA and Serving Clients Nationwide
02/2005 - Current Beacon Financial Planning, Inc.
10/1993 – 01/2005 Bristol Investment Management and Retirement Planning Company.
President and Chief Investment Officer
Started own independent financial planning firm and grew it into a successful Fee Only firm with over 350 clients monitoring more than $190,000,000 of client’s assets.
Baystate Financial Services,Inc. – Financial Advisor
BORAH Associates – Benefit Consultant
Developed benefit programs for corporations including: Flexible Benefits, Deferred Compensation and Retirement Plans.
New England Life Insurance Company. Marketing Department
Product Analyst / Product Manager/ National Marketing Manager
Managed two major insurance product lines: variable life insurance and universal life insurance.
Analyzed and helped developed various insurance products including: variable life, universal life, variable annuities, disability insurance, traditional whole life and term life insurance.
New England Life Insurance Company. Computer Systems Development Department
Progressed from a programmer trainee to a director managing as many as 35 computer system (IT) professionals.
EDUCATION – Successfully completed all the following:
Stonehill College, BA in Philosophy
New England Life Insurance Company’s Advanced Management Training Program
American College, CLU and ChFC Certificate Programs
College of Financial Planning, CFP certificate program
FINRA, Securities License Series Exams 6,7,22,63,65.
Other: U.S. Marine Corp veteran, Member of the Rotary Club of Brockton, Massachusetts, Past President
Walter Herlihy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Passionate, Personal, And Professional
Helping You Get What You Want Out Of Life
You want a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you—not as just another account but someone who connects with you. At Beacon Financial Planning, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to make sure you achieve everything you want. You get an experienced professional who understands the financial markets. And because we are a local advisory firm independent of any of the Wall Street giants, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you. You can rely on us to provide you with unbiased advice and straightforward answers on questions surrounding:
- Financial planning
- Education planning
- Retirement planning
- Estate planning
- Investment Management
Peace Of Mind For You And Your Family
We’ll Help You Make Smart Retirement Decisions
Are you nearing retirement or currently retired? At Beacon Financial Planning, we will help you make smart decisions about all aspects of your financial life—from building an investment or estate plan to buying a car or insurance. The financial program we develop for you is specifically designed to help you achieve your goals and secure your family’s future.
We specialize in comprehensive financial planning and investment solutions. Our primary goal is to help you reach financial independence without sacrificing your quality of life. Simply put, we can help you manage all the facets of your financial life.
We’ve built our reputation on trust, integrity, and a commitment to providing intensely personal service to every individual with whom we have a relationship. We welcome your call or email and offer a free, no-obligation meeting to determine if we’d make a good partner in your financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Walter Herlihy is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Walter Herlihy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Walter Herlihy
45 Bristol Drive
Easton, MA 02375
80 Williams Street
Wellesley, MA 02481
111 State St
Boston, MA 02109
973 Iyannough Road
Hyannis, MA 02601