Business Continuity Plan

Beacon Wealth Consultants, Inc.
BUSINESS CONTINUITY PLAN DISCLOSURE

Our Business Continuity Plan (BCP)
If a significant business disruption occurs, Beacon Wealth will implement various strategies to quickly recover and resume business operations. Beacon Wealth’s BCP addresses many items, including: data backup and recovery; safeguarding customer confidential information; financial and operational assessments; alternative communications with customers and employees; alternate physical location of employees; and ensuring Beacon Wealth’s customers’ prompt access to their funds. Depending on the type of disruption, we will transfer our operations offsite, and recover and resume business as soon as possible.

Emergency Contact Persons
If you are unable to reach your Representative due to a significant business disruption, please call the main office at 540-345-3891. If you are unable to reach your Representative or Beacon Wealth during a significant business disruption and

  • you have an account held at Schwab, you may contact them directly at 800-515-2157.
  • you have an account held at Jefferson National, you may contact them directly at 866-667-0561
  • Beacon Wealth Consultants emergency contact person is Wade Johnson 540-339-8609.