Yes, your financial goals are attainable!

About the Show

Each week, Jon Maxson, Pete Benson, and Dan Benson will simplify the complex world of investing through practical steps and strategies. We’ll help you clear up what’s fuzzy and feel educated and confident about your choices so you can enjoy a comfortable retirement lifestyle on your terms.

Meet the Hosts

Subscribe to Our Channel

Meet the Hosts

Jon Maxson

Beacon Capital Management- CEO, Senior Partner, Co-Owner, Financial Advisor

For over 20 years, Jon has been working alongside his clients to help them build and work through their financial plans. Although Jon doesn’t take on new clients now, he works closely with all of Beacon’s Financial Advisors to care for the firm’s clients with excellence.

He grew up in rural West Edmeston, New York, working on his family’s 120-acre farm. During this time, he learned many life lessons from his father and grandfather benefit him to this day.

He graduated from Tennessee Temple University, receiving his Bachelor’s Degree in Psychology and Business, and furthered his education by taking courses in finance at the University of Tennessee at Chattanooga. Jon and his wife enjoy spending time with their boys playing soccer, attending UT football games, fishing, and camping.

Jon has passed the Series 66 securities exam and holds life and health insurance licenses. He has been featured in several news outlets, including Forbes, Fox Business, Reuters, CNBC, WSMV News Channel 4, WZTC FOX 17 and WTN Talk Radio 99.7.

Pete Benson

Beacon Capital Management- Senior Partner, Co-Owner, Financial Advisor

In the mid 90’s, Pete discovered a passion for helping people with their finances and started an education in that direction. This grew into a vision of owning a business that focused solely on providing honest, simple and customized financial advice for people of all ages.

Pete is a founding co-owner of Beacon Capital Management with his business partner, Jon Maxson. Together they have built a successful, full-service firm that is well-recognized in the Middle Tennessee area. “We want families to have a well-thought-out, strategic plan for their financial future—not just a hope,” Pete says. “Our focus is total wealth management, not just money accumulation.” One of Pete’s favorite mottos is “Make a little money first, and make a little money last.”

Pete’s dad and both of his grandfathers were hard-working entrepreneurs. “They instilled in me the attitude that faith in God was something to be proud of and vocal about,” Pete says. “They also helped me believe I could become or accomplish anything I really applied myself to.”

Pete and his wife (and high school sweetheart) Ginnie are dual citizens of both the United States and Canada. They raised their family in Canada before moving to the South in 1989. They now live in Franklin, Tennessee and are active in their church and several other nonprofit organizations in middle TN. In his spare time, Pete enjoys reading, working out, running, travel, family and church.

Pete passed the Series 65 securities exams and holds life and health insurance licenses. He has also been featured in several media outlets, including Forbes, Fox Business, Reuters, CNBC, WSMV News Channel 4, WZTV Fox 17, and WTN Talk Radio 99.7. He serves on the board of the L.D. Buckingham Leadership Institute, as well as the board of his alma mater, Kingswood University in Sussex, New Brunswick.

Dan Benson, CFP®

Beacon Capital Management- EVP, Financial Advisor

Dan was officially the second employee of our firm, Beacon Capital Management. He’s grown with the company over the years, developing a passion for helping people reach their financial goals. He has a business degree from Southern Wesleyan University, where he went on a soccer scholarship.

He enjoys 90’s rap and bourbon—especially Buffalo Trace. While he’s terrible at golf, he excels at random more random games like cornhole, ping pong, and pickleball. He enjoys living in the Nashville area with his wife, Mandy, and their three children.

Dan has passed the Series 66 securities exam, holds life and health insurance licenses, and holds a CERTIFIED FINANCIAL PLANNER™ certification. He has also been featured in several media outlets, including WSMV News Channel 4, WZTV Fox 17, and WTN Talk Radio 99.7.

See CFP®disclosure.

FAQs

We are financial advisors and business owners with a combined 40+ experience between us. Jon and Dan have passed the Series 66 securities exam and hold life and health insurance licenses. Pete has passed the Series 65 securities exams and holds life and health insurance licenses.

Pete, Jon and Dan are financial advisors at Beacon Capital Management, a full-service wealth managament firm in Franklin, TN, with satellite offices in Mt. Juliet, TN, Murfreesboro, TN, and Hendersonville, TN. As fiduciary advisors, they are required to work in your best interest and believe that a financial plan should be a reflevtion of your unique goals and values.

Dan and the firm’s advisors are actively taking on new clients, while Jon and Pete oversee the firm. We have plenty of experienced, qualified financial advisors who would be happy to meet with you.

We charge a percentage-based fee for the money we manage for you. If you’re already working with another advisor, we would love an opportunity see if we can reduce the (sometimes hidden) fees you’re paying and uncover potential critical gaps in your plan and opportunities to possible reduce your tax burden in retirement. Schedule your Free Financial Plan Checkup now.

We work with clients who are in or approaching retirement. If you’ve saved at least $250,000 in investable assets, we’d love to start a conversation with you.

Schedule a Free Consultation

Resources

Check out our trusted content and helpful resources including:

How-to guides and whitepapers on critical retirement topics
Checklists to help keep your financial goals on track
Original articles to keep you educated and informed throughout your money journey
Our 30-minute radio show, Beacon Retirement Strategies
Local Nashville area events to hear Jon, Pete, and Dan speak and ask them questions
…and much more!

View Resources