THE BEACON WEALTH SOLUTIONS PROCESS

Have you ever tried to put together a 1,000 piece puzzle without a picture?

 

At Beacon Wealth Management, we have developed and refined a solutions-based process that puts together all the pieces of the puzzle for your wealth needs.  As your life unfolds, our proven wealth process and strategy will evolve with you.   It helps those who are still working to transition to the point of financial freedom and peace of mind.  

 

We call all of this The Beacon Wealth Solutions Process! 

The goal of this meeting is to develop a true understanding of who you are as a person, establish why money is important to your family and prioritize your goals.  We will also gather information on your current financial situation.

We will closely evaluate your financial information to identity gaps.  We will look at where you are, what you want to do and how we can maximize the possibility of helping you reach your financial goals.

We will present our finding regarding your current situation, our wealth strategy recommendations for how we can bridge the gaps in order to reach your goals and define how we will manage your retirement and investment accounts.  These tools will form the foundation for all of our work together. 

We engage our professional network to begin working on advanced planning issues (estate and legacy planning, wealth transfer, family protection)

After your wealth strategy has been executed, we will meet again to summarize everything we have discussed and implemented.  We will set up online access to your wealth solutions center.  From here, we will be constantly monitoring and adjusting as needed.

DISCOVERY MEETING

Understand the "Why" and Gather Facts

WEALTH STRATEGY MEETING

Recommend Strategy

DE-CONSTRUCTION ANALYSIS

Analyze & 

Identify Gaps

ADVANCE PLANNING MEETING

Engage Professional Network

SUMMARY CHECK-UP MEETING

Review & 

Adjust

We want to make sure that we always have the most up-to-date understanding of your personal situation. Therefore, our periodic wealth strategy sessions will ensure that when your life changes, your wealth strategy evolves with it.​

Are You Prepared for Retirement?

Make sure you're ready for retirement and take the first step today by requesting a free discovery consultation meeting. What do you have to lose?

Like John

on Facebook

Follow John on Twitter

Network with John on LinkedIn

Subscribe to John's YouTube Channel

Sign Up for Our Communications

CONTACT US


607 E. Pike Street
Clarksburg, WV 26301-2901 
Phone: (304) 626-3900
Toll Free: (866) 623-3900

Email Us

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 DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

©2018 by Beacon Wealth Management