DARE TO LIVE More, Worry Less
We help successful entrepreneurs and individuals in what we call The Retirement Redzone, enjoy more and worry less in retirement.
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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 so you can retire confidently.
Beacon Wealth Management CEO John Halterman discusses the importance of having a comprehensive strategy and the proven 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.
Never run out of money
From planning to growth to protection of wealth, we help you make sure you never run out of money.
Spend with ease and joy
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.
How We Can Help You
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. 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. To that end, we believe a holistic strategy has 4 Cornerstones to it as follows:
Here's what makes me different
Retirement isn’t just about the money. It’s about your quality of life.
I ensure you have a reliable income.
So you’re not just hoping the stock market goes up and up.
I focus only on retirement planning.
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 teacher at heart.
I make sure you understand what you own, why you own it and how it will benefit you.
I am a fiduciary.
It’s my legal responsibility to put your best interest above all else. I don’t take it lightly.
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 peace-of-mind, confidence, and success 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.
STEP 1: Request a 15 min discovery call to see if you qualify. Just like you don't trust just anyone with your savings, we can't help everyone. In this call we'll make sure we could be a good fit for one another.
STEP 2: Using our proven process and systems we 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.
STEP 3: Now with everything in one place, not only can we make better recommendations to help you achieve the things that are most important to you, you'll have more peace of mind knowing your on top of everything.
STEP 4: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where it all comes together to accomplish the goals you have and have the impact you've dreamed of.