See If We're A Good Fit Today
You need to work with someone who’s able to help you. Someone you like and someone you trust. We have a proven process for finding out who we can help and who we can’t. And it all starts with a 15-minute discovery call. We’ll just ask you a few simple questions about your specific situation and goals to determine if we are able to help you.
Fill out the 10 second form below to request your discovery call and see if we are a good fit for one another today!
We are retirement planning Professionals and do our best work with:
Age 50+
Retirement Redzone: retirement investors age 50+ who are retired or close to it.
$500k+
Diligent savers with investments over $500,000. (Excluding real estate)
Expert Guidance
People who value expert help because they want to know the process to living their best retirement.
Request Your Discovery Call Today to See If We're A Good Fit For Each Other!
This is NOT a sales call. The purpose of this call is to ask you a few simple questions to see if we think we can help you. If so, we’ll schedule a 1 hour listening session with John to answer your questions + determine if there is a potential fit between our expertise and your needs. After that call, you will have one simple question to answer: “Does it make sense for John and his team to create a Retirement Analysis for me?”
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Not ready to book an appointment? That's OK!
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Check out the background of firms and investment professionals on FINRA’s BrokerCheck. 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 and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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