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
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.
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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.
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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.
Sustainable Retirement Income: Strategies for Smart Withdrawal Planning
Reaching retirement is a milestone worth celebrating—it’s the time to finally enjoy the benefits of all your hard work. However, making sure your savings last requires both a sustainable retirement income plan and smart retirement withdrawal planning. The manner and timing of your withdrawals can have a significant impact on how long your savings will last. At Beacon Wealth Management, we understand the value of strategic withdrawal techniques and are here to help guide you through smart methods to make your savings work for you throughout your retirement.
Risk Management for Small Business Owners: Safeguarding Your Financial Stability
If you’re a small business owner, you already know this lifestyle is not for the faint of heart! Risk is an inherent aspect of running any business, regardless of its size, and it may be something you think about on a daily basis – or something you should be thinking about more often. The truth is that small business owners face unique challenges when it comes to managing risks that could potentially impact their operations, finances, and reputation. When it comes to risk management for small business, it’s crucial that you implement effective strategies if you want to achieve
Optimizing Your Social Security Benefits: Timing and Tactics
When you’re starting your retirement planning, Social Security is a big piece of the puzzle. It can be tricky to figure out the best way to handle it because there’s no one-size-fits-all strategy. The good news is, you’ve got a few options, and deciding when to claim is a significant part of optimizing Social Security benefits over time. In this article, we’ll break down the key factors to think about, like timing and different strategies, to help you get the most out of your Social Security and make it work for your retirement goals.
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Birthdays Over 50 Worth Celebrating
Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.
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.
