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Comprehensive Wealth Planning at Beacon Wealth Management

Comprehensive Financial Planning Tailored to Organize, Simplify, and Align Your Wealth

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At Beacon Wealth Management, financial planning is about simplifying your finances and aligning them with your goals. Our retirement redzone advisory process integrates all aspects of your wealth into a personalized financial vault, offering clarity and organization. This comprehensive approach is designed to help you understand and manage your financial picture.

Comprehensive Wealth Planning
Focused on Your Unique Goals and Needs

A Plan Just for You

We’ll work together to build a financial approach that reflects your life, your goals, and what matters most to you.

Everything in One Place

From retirement to taxes and investments, we help connect all the dots so your finances feel clear and manageable.

Always Evolving With You

Life changes, and so does your plan. We stay connected to adjust and keep things on track as your needs grow and shift.

A Team You Can Count On

You’ll have access to a network of caring professionals ready to support you and simplify even the trickiest financial details.

The Importance of Designating Beneficiaries

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The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

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Smart Solutions for Every Stage of Your Financial Journey

Retirement Income Planning

Guidance designed for individuals nearing or in retirement, focusing on income strategies and maintaining financial stability during this transition.

Tax-Efficient Strategies

Explore ways to reduce your tax burden through careful planning, leveraging deductions, and optimizing your financial structure.

Estate and Legacy Planning

Create a plan to protect your assets, ensure your wishes are honored, and leave a meaningful legacy for your loved ones or causes you care about.

Investment Portfolio Management

Develop a diversified portfolio aligned with your goals, balancing growth opportunities and risk to suit your stage in life.

Business Transition Planning

Support for entrepreneurs planning to sell or transition their business, with strategies for tax management, legacy planning, and family considerations.

Risk Mitigation and Health Care Planning

Protect your future with tailored risk mitigation and health care planning strategies, designed to address uncertainties and ensure comprehensive coverage for life's unexpected challenges.

Ready to take the first step toward simplifying and organizing your financial life?

Request your 15-minute discovery call today and explore how our personalized approach can help align your wealth with your goals.

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A dynamic financial plan makes retirement tax planning easier to manage as federal and state laws evolve.

The Impact of Changing Tax Laws on Retirement Planning

In the world of personal finance, one thing’s for sure: nothing stays the same, especially when it comes to taxes. And that’s why retirement tax planning is so important. Tax laws change all the time, and these shifts can have a big impact on how you manage your retirement savings. Whether it’s how much you can withdraw or how your investments are taxed, staying on top of these updates is key. In this article, we’ll break down how changes in tax regulations could affect your retirement strategy, covering everything from savings to investment choices and overall financial prep for

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Learn about avoiding the retirement crisis with savvy retirement strategies. Discover tips to strengthen your financial future and sidestep common pitfalls.

Avoid Being Part of the Retirement Crisis: Why Financial Literacy Matters

With people living longer and the cost of retirement steadily climbing, avoiding the retirement crisis is more important than ever. Many retirees face the risk of outliving their savings or becoming too dependent on government programs. But here’s the good news: by focusing on smart financial moves, you can avoid the common mistakes that can lead to trouble. In this article, we’ll break down practical tips to help you build a solid retirement plan, so you can feel more confident about your financial future and maintain stability throughout your retirement years.

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Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of your financial decisions, such as how much you put into savings, the types of retirement accounts you utilize, and your strategy for taking distributions. Make

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Comprehensive Wealth Planning
Frequently Asked Questions

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What is Beacon Wealth Management’s approach to financial planning?

At Beacon Wealth Management, our financial planning services focus on simplifying and organizing your financial life. We use a comprehensive approach, integrating all aspects of your wealth into a cohesive strategy. Our retirement redzone advisory process aims to help align your financial pieces, providing clarity and direction.
he personal financial vault is a secure, personalized website where you can view and manage your entire financial picture in one convenient place. This user-friendly platform gives you greater insight into your financial situation by organizing all aspects of your wealth. The service aims to simplify complex finances, assisting you in making informed decisions aligned with your goals.
Getting started is easy—schedule a 15-minute discovery call with our team. This call is an opportunity to discuss your needs, learn about our process, and explore how we can help organize and align your financial life with your goals. Request your discovery call today to begin the conversation.

READY TO ALIGN YOUR FINANCES WITH YOUR LIFE GOALS?

LET'S TALK.

Our discovery call is designed to connect and understand what you’re looking for in financial guidance. Let’s discuss your priorities and see if our approach aligns with your goals. Schedule your call to begin planning for what matters most.
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Wealth Portal Access

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE,  KY, CA and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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