THE ADVENTURE BEGINS WITH RETIREMENT
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John Halterman, Certified Wealth Strategist, has been featured on….
Age 50+
Responsible Savers
Although our clients may not identify as “rich,” they have built a retirement nest egg of at least $500,000 through a lifetime of responsible saving and sacrifices.
Expert Guidance
RETIREMENT IS NO LONGER THE DESTINATION.
IT'S THE START OF YOUR NEW ADVENTURE.
A well-planned Financial Strategy provides you with greater FREEDOM.
The financial industry often complicates things with jargon, leaving you confused. Are you worried about overpaying on taxes or if your financial strategy truly meets your goals? That’s where we come in. We identify gaps in your strategy and create a personalized plan of action for your financial future.
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Beacon Wealth Management CEO John Halterman discusses the importance of having a comprehensive strategy and the tested Beacon Wealth process with Jack Canfield in their Hollywood Live Interview
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At BWM, providing exceptional service drives everything we do. We are committed to creating a purposeful, highly-engaging and uniquely-personalized client experience for thoughtful investors.
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EDUCATIONAL RESOURCES FOR RETIREES
Access a wide range of resources from Beacon Wealth Management, including podcasts, TV segments, articles, and more, all curated to keep you informed on financial strategies and insights.
Estate Planning Essentials: How to Protect Your Legacy and Your Loved Ones
Thinking about the future can be tough, especially when it comes to topics like mortality. However, planning ahead is important. After all the effort you’ve put into building your wealth and assets, it’s only natural to want to make sure everything is handled the way you’d like when you’re no longer able to manage it yourself. Estate planning lets you spell out your wishes and makes certain they’re followed. Plus, it helps avoid potential family disputes and keeps your financial matters private. If you haven’t started yet, now’s a good time to think about these six estate planning steps
The Pros and Cons of Annuities in a Retirement Portfolio
When building your retirement portfolio, it’s important to explore a variety of financial tools, and annuities often come up in these discussions. Understanding annuities is crucial because they can serve as both an asset and a potential source of income throughout your retirement. However, like any financial product, annuities have their own set of pros and cons. Some people appreciate the steady income they provide, while others find the fees or lack of liquidity a drawback. In this article, we’ll break down how annuities work and explore the different types, so you can decide if incorporating them into your
Assess the Strength of Your Small Business’s Financial Health in Five Steps
Running a small business demands a lot of dedication, with much of your time spent managing daily tasks and keeping things running smoothly. With all that on your plate, it can be tough to focus on the bigger picture—especially your small business financial health. Yet, staying on top of your business’s financial well-being is crucial. In this article, we’ll outline five practical steps to help you evaluate the financial health of your business, so you can make adjustments when necessary and stay prepared for future growth opportunities.
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Addressing Market Volatility in Today’s World
Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.
Catch John’s latest episodes of Wisdom to Wealth Sundays, Mondays, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.
Join John Halterman of Beacon Wealth Management for insights on wealth management, retirement, and smart financial strategies to help you build a confident future.
