THE ADVENTURE BEGINS WITH RETIREMENT

LIVE LIFE UNSCRIPTED

Start today with your TAX-SMART Retirement Plan.
Get Your FREE Retirement Redzone (age 50+) Assessment.

John Halterman, Certified Wealth Strategist, has been featured on….

Age 50+

We specialize in serving people who are retired or very close to retirement. This allows us to tailor our services and expertise to meet the unique needs of retirees.

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

Considerate and respectful individuals who prioritize expertise and collaboration. They understand that a successful retirement is too important to manage alone.

RETIREMENT IS NO LONGER THE DESTINATION.

IT'S THE START OF YOUR NEW ADVENTURE.

Optimize Investments for Retirement Redzone (Ages 50+)
Reduce
Tax
Burdens
Protect Family from Unexpected Financial Losses
Provide Tax Advantageous Legacy and Inheritance.

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.

Ready to take control?

 Connect with us to get a FREE Retirement Redzone (50+) Assessment.

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

The Beacon Wealth
Difference

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.

Fiduciaries

Team Approach

Fee-Based

Credentialed

Client Focused

Comprehensive

LET’S HAVE A CONVERSATION

REQUEST YOUR 15 MINUTE DISCOVERY CALL

Just as you’re selective about who you trust with your savings, we’re committed to working with clients we can genuinely support. This brief call helps us determine if we’re the right fit for each other. 

Get your FREE Retirement Redzone (Ages 50+) Assessment Today!

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.

In the Retirement Redzone, thoughtful planning becomes critical. Learn five key strategies for long-term financial stability.

Five Financial Building Blocks for the ‘Retirement Redzone’

For those in the “Retirement Redzone” — generally considered to be between the ages of 50 and 80 — planning for the future takes on new urgency and complexity. Approaching retirement, or being in its early stages, means it’s time to organize your financial picture in a way that supports both long-term stability and your personal retirement goals. At Beacon Wealth Management, we help individuals in this critical stage of life simplify their financial affairs and create a clear path forward, so they can enjoy more and worry less. To help you navigate this crucial time, we focus on

Read More
Discover tax-efficient withdrawal strategies to help maximize retirement savings and minimize taxes for sustained income in retirement.

Tax-Efficient Withdrawal Strategies for Retirees

When you’re retired, having tax-efficient withdrawal strategies is key to protecting your savings and keeping a steady income flow. Taxes can eat into your retirement income if you’re not careful, so it’s important to understand how to withdraw from your accounts in a way that minimizes tax hits. In this article, we’ll explore different strategies to help you manage withdrawals smartly, so your savings last longer. While everyone’s financial situation is different, taking a tax-savvy approach to your withdrawals can really help maintain your financial health throughout retirement.

Read More
A dynamic financial plan makes retirement tax planning easier to manage as federal and state laws evolve.

The Impact of Changing Tax Laws on Retirement Planning

In the world of personal finance, one thing’s for sure: nothing stays the same, especially when it comes to taxes. And that’s why retirement tax planning is so important. Tax laws change all the time, and these shifts can have a big impact on how you manage your retirement savings. Whether it’s how much you can withdraw or how your investments are taxed, staying on top of these updates is key. In this article, we’ll break down how changes in tax regulations could affect your retirement strategy, covering everything from savings to investment choices and overall financial prep for

Read More
What to Consider in Your Charitable Giving Plan

GET YOUR FREE GUIDE

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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.

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Beacon Wealth Management.

Skip to content