The DARE Approach to Financial Planning: How We Provide a Tailored Strategy
At Beacon Wealth Management, we believe wealth strategy should be as unique as the individuals we serve. For nearly 30 years, our team has been working with select clients in the Retirement Red Zone, as well as entrepreneurs and professional practitioners, providing high-touch, client-focused wealth management across the greater Bridgeport, West Virginia area and beyond. Our approach centers on building holistic financial strategies tailored to each client’s needs. Through our time-tested process, the BWM Retirement Red Zone Advisory Process, or the DARE approach—Discover, Analyze, Recommend, and Evolve—we strive to simplify the financial journey and guide clients with care and […]
Tax Prep with a Financial Advisor: 5 Ways They Can Help
A Strong Financial Plan Includes a Strong Tax Strategy Knowing some strategies to help reduce your overall tax burden can lead to significant savings at tax time. While you may know the benefits of working with a Certified Public Accountant (CPA) to assist you, did you know that financial advisors can be helpful with tax strategy, as well? An experienced financial advisor can recommend strategic tax options to help lower your annual tax burden. These conversations with your advisor are most beneficial if you start early and continue to have them throughout the year, that way you’ll be better […]
