Many of us today live full lives. Our families and careers require much of our attention, and by the time we find a free moment, we hardly feel like turning to our to-do lists, let alone managing our wealth. But that doesn’t mean you can’t be purposeful with your money.
At Beacon Wealth Management, we don’t want you to settle for average in your financial life. We know you care about your finances, but we also understand how complicated and overwhelming they can be. That’s why we do everything we can to make wealth strategizing as simple and convenient as possible so you can be confident that your finances are taken care of and on the right track. Here’s how a complimentary listening session can transform your financial life.
How A Listening Session Can Help
A complimentary listening session can make a world of difference in your life, especially if you’ve ever found yourself asking these questions:
Will my retirement plan successfully carry me through retirement?
What are my best options for putting my kids or grandkids through college?
What is the best way to transition my wealth to future generations?
How can I maximize my retirement plan while minimizing my tax burden?
How can I get the most from my insurance and benefits plan?
You have a unique life, unique circumstances, and unique goals. You deserve a customized wealth strategy and an advocate who will help you steward your vision.
What To Expect
Here’s the thing: the only way to design a customized wealth strategy is to get to know the person for whom the strategy will be designed. After all, how will we be able to bring value to your life if we don’t know what your life looks like? And how will we know what your life looks like if we don’t listen?
When we sit down together, we spend our time gaining an in-depth understanding of you and your life so we can understand why money is important to you and what you want to do with it. We leave no stone unturned, discussing various aspects of your life, including family, occupation, hobbies, financial dreams, your emotions about money, assets and liabilities, and the role of other professionals already on your team.
We then use this information to give you a thorough wealth diagnostic report, which identifies your strengths as well as the challenges that are holding you back from reaching your goals. If you decide you want help with these challenges, we can help provide solutions that fit your life.
Do you want to know the best part of a listening session? Regardless of the outcome, it’s a win-win situation. If we find that you are on track and well on your way to making your dreams a reality, then you leave with confidence and motivation to keep going. If we find gaps or flaws in your plans or strategies, then you gain the knowledgeable, unbiased advice of a professional. A listening session really can make a world of difference in your life.
At Beacon Wealth Management, we believe that your success is our success. We want to empower you to make sound decisions that will help you pursue your goals and plan for your ideal retirement, and we believe that starting with a listening session is the way to go.
Make Your Financial Future A Priority
Don’t put your peace of mind off any longer. Take a minute and make the security of a well-planned financial future your priority! To get more information about our complimentary listening session or to schedule a time to meet, fill out our online form or reach us at (304) 626-3900 or firstname.lastname@example.org.
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.