About My Practice
Lighting Your Financial Pathway....
What we do:
• We focus on helping you clarify and pursue your financial goals
• We craft customized financial plans and evaluate your progress
• We help you plan for all of life's events
Diane R. Maloney, CFP® is the founder and President of Beacon Financial Planning Services Ltd. She has been providing professional financial services since 1988 and works with clients from around the country. She has never made a cold call. Her clients refer themselves or are referred by others. She is an enthusiastic proponent of the financial planning process and enjoys working with a diverse group of clients from all walks of life and of various ethnic and cultural backgrounds.
Representatives of her company use a team approach in their service to clients. They also work cooperatively with other professionals, such as attorneys and CPAs. Their goal is to help clients establish financial stability, educate their children, build and maintain retirement security, simplify their financial affairs and transition to new opportunities. Along the way, they strive to protect their clients' progress, ease them through life's challenges, encourage them to have fun and to thoughtfully pass on their legacies.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, FL, IA, IL, IN, MO, SC, TN, TX, VA, WA, and WI.
As an experienced financial professional, Diane R. Maloney, CFP® has helped many clients Plan for life's happy events like marriage, birth, adoption, graduation and purchasing a home. She has also helped clients through life's challenges such as death, divorce, job loss, disability, as well as, financial and natural disasters.
She is a member of the Financial Planning Association (FPA) and currently serves on the board of directors for her local chapter. She has assisted the International Board of Standards and Practices For Certified Financial Planners (IBCFP) in writing and testing questions for the national exam. Diane has participated in several pro bono events for both the FPA and IBCFP designed to improve public education about financial matters such as the USA Today, National Hot Line events, Ask A Planner Telethons and as a speaker for local clubs and organizations. Recently she has assisted military personnel with their financial concerns as they return from duty in Iraq and Afghanistan and reintegrate into civilian society.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance: IL, FL, Health/disability insurance: IL, FL, Fixed annuities: IL, FL, Variable annuities: IL, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Commonwealth Financial Network
Securities and Advisory Services offered through Commonwealth Financial Network. Member FINRA/SIPC, A Registered Investment Adviser. Fixed insurance products and services offered by Beacon Financial Planning Services, Ltd. are separate and unrelated to Commonwealth.
Considerations: We provide contracts and charge fees for financial planning and consulting
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.