Happy Holidays From Beacon Wealth Management!

By John Halterman With the holiday season in full swing, our team at Beacon Wealth Management would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate your trust in us to provide exceptional services that help you experience confidence in your future and focus on your passions, knowing that we’re here to watch over your finances. Looking Back What a wonderful and busy year this has been! From political drama to a roller coaster market, 2019 has had its ups and downs. Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial. Looking Ahead We hope that you are excited for all that a new year brings, and we encourage you to think about what you want 2020 to hold for you. The end of the year is an opportune time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and get a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year! Thank You For A Wonderful Year! Everything our team at Beacon Wealth Management achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand how life changes can happen at any moment, and we want you to rest easy, knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you. As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2020. Here’s wishing you joy and laughter during the holiday season, a happy new year, and a prosperous 2020! Let’s Connect At Beacon Wealth Management, we know how important it is for you to prepare for a secure retirement. That’s why we are here for you as you evaluate your options and seek answers to your questions. If you’re tired of muddling through important retirement planning issues on your own, call (304) 626-3900 or email me at [email protected] to get our help. We look forward to hearing from you! About John John Halterman, best-selling author and nationally published blogger, has been featured as a financial guest expert on the shows of self-help gurus Brian Tracy and Jack Canfield, author of Chicken Soup for the Soul, and has appeared on ABC, FOX, BRAVO, NBC, CBS, and A&E. John is the expert host of the weekly WDTV News 5 segment “Solutions 4 Financial Independence.” As an authority on wealth management, he has been invited by hundreds of institutions such as universities, federal agencies, professional associations, and large energy and utility corporations to be a guest speaker and educational event host. Event topics include retiring ready, managing down market investment risk, how to reduce your tax burden, and transferring your family wealth in the most tax advantageous way. John is the founder and owner of Beacon Wealth Management, specializing in helping entrepreneurs, professional practitioners, and retirees overcome the 5 major challenges facing successful families. He is a warm communicator with a passion for helping people transform their financial futures. John understands the multifaceted set of financial worries people face as they become more successful and enter the Retirement Red Zone. He empathizes personally with each client and delivers a collaborative client experience that empowers people to reach their life goals. With more than two decades of experience, John’s professional credentials include Certified Wealth Strategist, Accredited Investment Fiduciary, Certified Estate Planner, Chartered Federal Employee Benefits Consultant, Professional Plan Consultant, and Registered Financial Consultant. He is also a past member of Ed Slott’s Master Elite IRA Study Group. A native of Weston, West Virginia, John served in the United States Air Force prior to becoming a wealth advisor. Today, he resides with his family in Clarksburg, West Virginia. He and his wife, Lisa, have been married since 2005 and have three amazing children. A family-oriented man, he enjoys giving back to his community, coaching youth sports, landscaping, architectural design, and playing racquetball.

Share
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email
Share on print
Print

Thank you for your time and interest!

We are confident you will find this information of tremendous value.
You will receive the information you are requesting after completing the form below.

Name*
Address*
Second Opinion*
It never hurts to get a second opinion on your retirement plan. Would you be interested in a free financial planning consultation from Beacon Wealth Management?
By submitting this form, you are consenting to receive marketing emails from: Beacon Wealth Management, 4565 Benedum Drive, Bridgeport, WV, 26330, US, http://www.bwmwv.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.