Our Client Bill Of Rights

By John Halterman Providing advice, asset management, and retirement planning is just a part of the role we play as wealth managers. Our commitment and responsibility to our clients, which includes their experience working with our team, is also a fundamental part of what we do. To name a few ways in which we at Beacon Wealth Management strive to provide the highest level of quality service, our Client Bill of Rights allows our clients to expect the following: 1. Objective Advice and Guidance As an independent financial advisor firm, our clients are our number-one priority. We do not have conflicts of interest with a parent firm or sales quotas to meet. Whenever we give advice or recommendations, we do it with our clients’ priorities in mind and with the intention of helping them build successful wealth strategies for the long term. 2. Personal Wealth Management At Beacon Wealth Management, we customize our services to each client’s unique needs so that the client’s goals become our goals. We are committed to what matters most to them, such as their family, building a career, managing a business, retirement, and financial peace of mind. This commitment builds confidence in our clients, which gives them the incentive and motivation to stay the course when the financial market goes through its inevitable ups and downs. We work closely with each and every client, becoming acquainted with their wealth goals and creating a customized strategy that can help them pursue their goals. 3. Increased Financial Confidence Life can have its share of highs and lows, sometimes making things quite complicated. Our goal is to work with our clients to create a secure investment and wealth management strategy that can help weather the storms of financial markets. This allows our clients to focus on living their lives, knowing that their finances are in order. We want our clients to enjoy their passions in life without having to worry about the complications. 4. Proactive Communication We are continually working to improve our services so that our clients get the best we have to offer. Our clients can rely on us to communicate with them, whether the market is up or down. We promise to always be clear and transparent with our clients and to grow our relationship of trust as time goes on. 5. Education To Empower We not only strive to give our clients the best advice and results, but we also aim to help them feel confident in their wealth situation by educating and empowering them in the decisions they make. We try to help people understand their financial circumstances and allow them to take control of their future and make informed decisions. At Beacon Wealth Management, we do things differently. Wealth is not a game, we do not leave things to chance. We have established and refined a consistent, consultative process that allows us to develop a wealth strategy customized to each client’s unique situation. As our client’s lives unfold, our proven wealth advisory process will evolve with them. If this is something you are looking for in your wealth management, we encourage you to reach out to us today. Call (304) 626-3900 or email me at [email protected] 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 retire 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.

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