For nearly 30 years, John Halterman and Beacon Wealth Management have worked with select individuals in the Retirement Redzone, entrepreneurs, and professional practitioners in the greater Bridgeport, West Virginia area, as well as across the country. Our high-touch, client-focused wealth management makes us the first call for affluent investors looking to strengthen their financial health holistically and intentionally.
Every person’s finances are a puzzle that can only be solved through active listening. Once we have reached a deep understanding of all the dynamics that affect your life, the advice part of your wealth strategy begins.
Our retirement redzone advisory process 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 life you want to live and the legacy you want to provide.
How Our Process Works
We’ve been successfully helping folks like you for a long time…just under 30 years to be exact. Throughout this time, we’ve perfected our process to give our clients the guidance they need to find confidence and clarity with their investments.
It’s called the BWM Retirement Redzone Advisory Process. Here’s how it works at the 50,000 ft level.
STEP 1: In our discovery session, we will establish an exact understanding of what you want to accomplish, where you are now and your feelings toward money.
STEP 2: Using our proven process and systems, we analyze to 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. We believe you'll have more financial confidence knowing you're on top of everything.
STEP 3: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where the strategy recommendations come together to accomplish the goals you have and have the impact you've dreamed of.
STEP 4: As life unfolds, we will work hard to continue elevating the quality of your life. We will always remain highly engaged with you to maintain a current understanding of your family dynamics and financial needs. We will constantly be reviewing your strategy’s progress relative to what you want to accomplish. We will adjust your strategy as your life evolves.