Cassandra Laymon
Helping business owners plan for the future while preserving their faith values
- Role
- President at Beacon Wealth Consultants, Inc
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Cassandra Laymon
Most Christian business owners want an easy-to-implement retirement plan that serves their employees well but find it hard to understand the ins-and-outs of their plan to know if they are getting a good deal and what, if any, personal risk they are carrying. As a Certified Plan Fiduciary Advisor®, I offer Kingdom(k)®, a turnkey 401(K) plan that is easy to understand and implement. This plan eliminates the business owners burden of fiduciary responsibility and maximizes tax deductions, while allowing leaders to confidently serve their employees a great-performing retirement benefit that aligns with their faith values. Financial Planning and Advisory services offered through Beacon Wealth Consultants, Inc, and Investment Adviser registered with the US Securities and Exchange Commission.
Experience
President
Beacon Wealth Consultants, Inc
Jan 2014 — Present · Roanoke, VA, US
Education
Rutgers, The State University of New Jersey-New Brunswick
EdM
1997 — 2000
Rutgers, The State University of New Jersey-Newark
MBA
2005 — 2007
Babson College
Goldman Sachs 10k Small Businesses
2018 — 2018
Ithaca College
Bachelor of Science (BS)
1986 — 1990
Skills
- Portfolio Management
- Securities
- Insurance
- Financial Analysis
- Investments
- Financial Education
- Medicare
- Wealth Management
- Social Security
- Strategic Financial Planning
- Public Speaking
- Women and Investing
- Cash Flow Management
- Investment Advisory
- Business Strategy
- Retirement Planning
- Employee Benefits
- Adult Education
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