DARE to

Live More!

Worry Less! In Retirement

We help select entrepreneurs and individuals in The Retirement Redzone (age 50-80) develop a plan for the financial future they deserve.

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[FREE REPORT] 10 Retirement Planning Myths & How To Avoid Them!

Get the free report that shows you how you can get these benefits and the 10 biggest myths that could be costing you income and peace of mind.  Click below to download the free report instantly!

[FREE REPORT] 10 Retirement Planning Myths & How To Avoid Them!

Get the free report that shows you how you can get these benefits and the 10 biggest myths that could be costing you income and peace of mind.  Click below to download the free report instantly!

You’ve Worked Too Hard To Let Money Steal Your Freedom

That’s why we work to uncover your financial blind spots and give you a growth plan designed for you to retire confidently.

Play Video

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.

Lifetime Income Strategies

From planning for growth to protection of wealth, we help you with a strategy to never outlive your retirement income.

Spending Through Retirement

We work, plan and save to live.  So life should be stress-free and enjoyable in retirement.  

Leave A lasting Legacy

Our clients want to have an impact on those they love.  We help you leave a legacy you can be proud of.

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 holistic wealth strategy 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. 

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.

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

In the Media

Catch John’s latest episodes of Wisdom to Wealth, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.

How Our DARE Process Works

We’ve been successfully helping folks like you for a long time…just under 30 years to be exact.  Over that 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 DARE…as in DARE To LIVE More & Worry Less In Retirement.  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.

Elevate

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.