You have probably heard us on the radio or have seen us on television. (a division of Beacon Retirement Planning Group, Inc.) is our easy to use consumer website where people who are concerned with their retirement can get straight answers to their questions. We offer a complimentary report that we call a "Retirement Readiness" Report.


Through this in-depth financial analysis we help you determine your retirement destiny. We help you foresee any funding shortfalls and map out a concrete, safe and proven path to the retirement of your dreams. was created by Kelly Carter and Steve Conte of Beacon Retirement Planning Group, INC. Combined these two financial professionals have decades of experience. They are financial authors and nationally known speakers. Mr. Carter and Mr. Conte oversee a team of financial advisors and are deeply involved in the majority of the financial planning for each client.

© 2017 Beacon Retirement Planning Group. All Rights Reserved. Privacy Policy

Kelly Carter: CA Department of Insurance License #0E89958 | Steven A. Conte: CA Department of Insurance License #0E36640

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Beacon Retirement Planning Group, Inc., a separate entity not affiliated with SWP. 

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Beacon Retirement Planning Group