Happy Thanksgiving from our team at Beacon Wealth Management! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously.
A Time To Be Grateful
The world we live in doesn’t lend itself well to gratitude. Outwardly, it may seem that there are few silver linings amidst all the headlines of political drama, international unrest, and natural disasters. While it’s easy to be distracted by all this noise, it’s important to take a step back and acknowledge the many things we have to be thankful for.
Family probably tops the list for many of us, but in this season especially, I am reminded of how much family means to me and of the importance of surrounding yourself with people who know you, love you, and support you.
We live in a transient culture where many people change jobs and locations regularly, which can make it difficult to cultivate and maintain friendships. But no matter how busy we are or what life changes come our way, friendships are vital to our well-being. I am incredibly grateful for the community that surrounds me, and I am privileged to count many of my clients as my friends as well.
This is something I don’t take for granted. Good health helps us live a high-quality life and gives us the ability to give our time and energy to others and our passions. I feel blessed to have experienced great health this year, as have my family, friends, and colleagues.
We Are Thankful For You!
Our team at Beacon Wealth Management truly appreciates the long-lasting relationships we have with each of you, and we want to continue to help you achieve your ideal financial future. We celebrate with you as you reach financial and personal milestones and become empowered to take control of your financial life. We care about your lives and want to minimize the stress and details that often accompany financial decisions so that you can focus on all the blessings in your life.
As we reflect on all we’re grateful for this year, we want to take a moment to thank you, our clients, for choosing Beacon Wealth Management to guide you in your financial life. We look forward to supporting you and your family in the future!
What are you most thankful for? What successes and blessings has this past year brought for you? We’d love to hear your stories and show you how we can take care of your finances so you can focus on what matters most to you. Call (304) 626-3900 or email me at firstname.lastname@example.org to get started today!
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.