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The Financial Summit Map
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Written and reviewed by

John T. Halterman, Founder and Senior Wealth Advisor, Beacon Wealth Management. Certified Wealth Strategist, AIF®, CEP®, ChFEBC®, RFC®. Twenty-five years guiding second-half financial decisions, host of Wisdom to Wealth on WDTV, and more than 900 educational videos. Content on this site is reviewed quarterly; last reviewed September 2026. About John · FINRA BrokerCheck