Get Your FREE RETIREMENT REDZONE (Age 50+) ASSESSMENT
Serving Retirees and Soon to be Retirees for over 30 years
-
Optimize Investments for Retirement Redzone (50+)
Learn strategies designed to maximize your nest egg's income potential, manage investment risks for growth against inflation, and ensure a tax-efficient wealth transfer to your heirs -
Reduce Tax Burdens
Discover ways we could effectively lower your income, investment, and inheritance tax burdens. Our strategic approach helps you keep more of what you earn. -
Protect Family from Unexpected Financial Loss
Strategies for safeguarding your family against unforeseen health emergencies, including incapacitation, long-term care, and death. -
Provide Tax-Advantageous Legacy and Inheritance
Maximize the tax benefits of your legacy and inheritance. We specialize in helping you create a financial legacy that not only supports your family but also fulfills your charitable aspiration.
At Beacon Wealth Management,
we focus on serving a specialized niche:
Age 50+
We specialize in serving people who are retired or very close to retirement. This allows us to tailor our services and expertise to meet the unique needs of retirees.
Responsible Savers
Although our clients may not identify as “rich,” they have built a retirement nest egg of at least $500,000 through a lifetime of responsible saving and strategic sacrifices.
Professional Guidance
Considerate and respectful individuals who prioritize expertise and collaboration. They understand that a successful retirement is too important to manage alone.
The BWM Retirement
Redzone Advisory Process
MEET YOUR ADVISOR
John Halterman
Certified Wealth Strategist
John Halterman, founder of Beacon Wealth Management, is a seasoned wealth strategist, best-selling author, and frequent guest on major networks. As a Professional Fiduciary, John is held to the highest legal duty from one party to another- making him ethically required to act in his clients’ best interests. He specializes in guiding entrepreneurs, professionals, and retirees through complex financial challenges, offering expertise in tax reduction, investment risk management, and wealth transfer.
Business Hours
By Appointment Only
