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Contact Beacon Wealth Management

Every financial journey is unique. Reach out and our team will help you take the next step, whether you are planning for retirement, managing your wealth, or seeking tax-efficient strategies.

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Written and reviewed by

John T. Halterman, Founder and Senior Wealth Advisor, Beacon Wealth Management. Certified Wealth Strategist, AIF®, CEP®, ChFEBC®, RFC®. Twenty-five years guiding second-half financial decisions, host of Wisdom to Wealth on WDTV, and more than 900 educational videos. Content on this site is reviewed quarterly; last reviewed September 2026. About John · FINRA BrokerCheck