Business Continuity Plan

BUSINESS CONTINUITY PLAN DISCLOSURE

Beacon Wealth Consultants, Inc. Business Continuity Plan (BCP)
If a significant business disruption occurs, Beacon Wealth will implement various strategies to recover and resume business operations and client support as soon as possible. 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 operations to an appropriate location or locations that will allow for the recovery and restoration of normal 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 the Beacon Wealth main office during a significant business disruption, please call the following numbers based on where your account is held.

  • If you have an account held at Schwab, you may contact them directly at 800-515-2157.
  • If you have an account held at Jefferson National, you may contact them directly at 866-667-0561
  • If you have an account held at Jackson National, you may contact them directly at 877-565-2968

The Beacon Wealth Consultants emergency contact person is Todd Dodson, Vice President of Operations, at 571-276-2201.