Five Star award winner Cathy A Jackson, CKA®

PROFESSIONAL PROFILE

Contact Me

Cathy A Jackson, CKA^®

President

Beacon Financial Group, LLC

198 Horseshoe Lane

East Fallowfield, PA 19320

Office: 484-844-7824

cjackson@nextfinancial.com

Professional Approach

Cathy has more than 30 years of experience servicing clients and the local community. Her philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. She pays close attention to each client’s specific situation; listening to their needs, working closely with them, and developing long term relationships.

Beacon Financial Group was founded in 2006. Our goal at the end of the day, is to educate, inform, and empower clients by delivering accurate and timely financial information. We provide financial products and services in a disciplined and goals-based fashion that helps clients implement their financial plan effectively and in line with their objectives. Our desire is to serve others with excellence and in accordance with faith-based principles.

The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. Cathy believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.

She works with individual clients in the following areas: fee based financial planning, investment management, retirement income planning, insurance needs, estate planning and charitable giving.

Cathy holds the Series 7, 6, 65 and 63 registrations with NEXT Financial Group, Inc. as well as life and fixed annuities, accident and health, and variable life/variable annuity licenses. As a Certified Kingdom Advisor® , Cathy has additional training which enables her to incorporate a Biblical perspective on financial decisions.

Cathy enjoys playing golf, gardening and cooking for her family and friends. She lives in East Fallowfield, PA, with her husband and three sons.

See Accomplishments

This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4532 Philadelphia-area wealth managers were considered for the award; 303 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

Click to access BrokerCheck

Securities and Investment Advisory Services offered through NEXT Financial Group, Inc. Member FINRA/SIPC.

Beacon Financial Group, LLC is not an affiliate of NEXT Financial Group, Inc.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.