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.

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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:

RETIREMENT & INVESTMENT ADVISORY

Investment Portfolio Management

  • Retirement Planning
  • Retirement Lifestyle & Income Planning
  • Education Planning
  • Employee Benefits Analysis & Pension Advice

TAX REDUCTION STRATEGIES

Tax Optimization Strategies on…

  • Retirement Planning
  • Retirement Lifestyle & Income Planning
  • Education Planning
  • Employee Benefits Analysis & Pension Advice

FAMILY PROTECTION

Income Protection Against Catastrophic Events such as…

  • Death
  • Disability
  • Long-Term Care
  • Extended Illnesses

ESTATE & LEGACY PLANNING

Maximization of Wealth Transfer to Heirs 

  • Minimization Estate Taxation
  • Probate Avoidance
  • Asset Protection
  • Legacy Protection

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.

John Halterman

John Halterman

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.

Discover

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.

Analyze

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.

Recommend

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.

Elevate

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.

Ready to Take The Next Step?

Request a no-cost, no-obligation second opinion meeting today and start enjoying more and worrying less.