Enjoy More!
Worry Less! In Retirement
We help select individuals in The Retirement Redzone (age 50-80) with the 5 Financial Building Blocks to Living Your Best Retirement
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Retirement is no longer the finish line; it's the Starting Gate.
It’s a time to redefine yourself, pursue new passions and live with renewed purpose. Get the education you want on topics of interest from our Wisdom to Wealth Library, featuring 24/7 on demand videos, complimentary eBooks and more!
You’ve Worked Too Hard To Let Money Steal Your Freedom
- Our industry has made money more complicated than it needs to be, by adding layers of complexity and unnecessary jargon.
- You’re smart and capable, yet you find the internet has endless opinions but no advice – which only causes more anxiety.
- You’ve worked hard to give your family the flexibility, options and control you deserve.
- You know you're probably paying too much in taxes but aren't sure what to do about it.
- You always wonder if your plan is optimized for your situation.
That’s why we work to uncover your financial blind spots and give you a growth plan designed for you to retire confidently.
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 above.
Life has enough challenges.
STRESS ABOUT MONEY SHOULD NOT BE ONE OF THEM.
Our Services
The 5 Building Blocks to living your best retirement enables all the pieces of your wealth puzzle to harmoniously work together with one simple goal: To provide a strategy that aligns the money you have with the lifestyle you want to live and the legacy you want to provide.
Organize and Simplify Financial Affairs
Retirement Income and Investment Planning
Insurance Planning
Tax Mitigation
Legacy and Estate Planning
Podcast
Have you ever seen all your money in ONE PLACE? Bet you haven’t, but you can and you should.
Watch the video below to learn how we simplify and organize your entire financial situation and help you see it like you’ve never seen it before!
Our retirement redzone advisory process enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle work harmoniously together with one simple goal. We believe this is one of the best ways to provide advice and strategies that align the money you have with the lifestyle you want to live and the legacy you want to provide.
Here's what makes me different
Retirement isn’t just about the money. It’s about your quality of life.
I focus on having reliable income.
So you’re not just hoping the stock market goes up and up.
I focus only on retirees.
I’d rather be the best at one thing than average at many things.
I operate with total transparency.
All fees are spelled out clearly before we do business.
I am product neutral.
That means zero sales agenda, just a solutions-driven process that really works.
I am a coach at heart.
I make sure you understand what you own, why you own it and how it will benefit you and act on that info.
I am an Accredited Investment Fiduciary.
It’s my legal responsibility to put your best interest above all else. I don’t take it lightly.
John Halterman
John Halterman
Just the facts.
Our one page overview is an executive summary for your financial life.
This one-page asset map report visually organizes all of your household’s finances in a clear graphical layout, allowing us to find opportunities to streamline and simplify your financial life.
In the Media
Catch John’s latest episodes of Wisdom to Wealth Sundays, Mondays, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.
How Our Process Works
We’ve been successfully helping folks like you for a long time…just under 30 years to be exact. Throughout this time, we’ve perfected our process to give our clients the guidance they need to find confidence and clarity with their investments.
It’s called the BWM Retirement Redzone Advisory Process. Here’s how it works at the 50,000 ft level.
Discover
STEP 1: In our discovery session, we will establish an exact understanding of what you want to accomplish, where you are now and your feelings toward money.
Analyze
STEP 2: Using our proven process and systems, we analyze to simplify and organize your entire financial situation so you can finally see everything in one place. It's streamlined, optimized and organized like never before. We believe you'll have more financial confidence knowing you're on top of everything.
Recommend
STEP 3: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where the strategy recommendations come together to accomplish the goals you have and have the impact you've dreamed of.
Evolve
STEP 4: As life unfolds, we will work hard to continue elevating the quality of your life. We will always remain highly engaged with you to maintain a current understanding of your family dynamics and financial needs. We will constantly be reviewing your strategy’s progress relative to what you want to accomplish. We will adjust your strategy as your life evolves.
