THE ADVENTURE BEGINS WITH RETIREMENT

LIVE LIFE UNSCRIPTED

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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

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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.

Discover strategies for a sustainable retirement income plan. Learn methods for making your funds last throughout your golden years.

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.

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Discover how proactive risk management for small business owners can strengthen your business’s future.

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

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Optimizing Social Security benefits is one way to strengthen your retirement income plan and create greater financial security.

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.

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