THE ADVENTURE BEGINS WITH RETIREMENT
Start today with your TAX-SMART Retirement Plan.
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We focus on serving a specialized niche:
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.
Fiduciaries
Team Approach
Fee-Based
Credentialed
Client Focused
Comprehensive
LET’S HAVE A CONVERSATION
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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.
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
Avoid Being Part of the Retirement Crisis: Why Financial Literacy Matters
With people living longer and the cost of retirement steadily climbing, avoiding the retirement crisis is more important than ever. Many retirees face the risk of outliving their savings or becoming too dependent on government programs. But here’s the good news: by focusing on smart financial moves, you can avoid the common mistakes that can lead to trouble. In this article, we’ll break down practical tips to help you build a solid retirement plan, so you can feel more confident about your financial future and maintain stability throughout your retirement years.
Passing an Inheritance to Your Children: 8 Important Considerations
Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of your financial decisions, such as how much you put into savings, the types of retirement accounts you utilize, and your strategy for taking distributions. Make
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Maximizing Your Social Security Benefits
This guide offers an overview into Social Security benefits to help you carefully consider each strategy and understand your options for building a future for you and your family.
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.
