About the Starter Kit

Bobby explains the starter kit he created and what he hopes it will do for you.

About the Beacon Experience

Bobby explains why he created the Beacon Experience.

Cummings Wealth Management Group Starter Kit

Bobby has created a unique planning process known as The Beacon Experience™. This process will help you establish your long term goals, assess where you are in relation to these goals, set a course to achieve them, and monitor your progress along the way

Below, you will find a starter kit that will go into greater detail regarding this process. Please open the attached document, type your responses, then save the information and forward it to Mary Chapman at mary@cummingswealth.com. Once she receives the kit, she will call you to schedule an appointment.