Does Someone You Know Need A Complimentary Strategy Session?
By John Halterman
The past year and a half has been interesting, to say the least. With the coronavirus pandemic, a tumultuous election resulting in a new presidential administration, and a shaky return to normal employment levels, it’s no wonder Americans are feeling insecure about their wealth and financial security.
During times like these, it’s more important than ever to partner with a trusted wealth advisory team who can help you make sense of economic volatility and develop a wealth strategy you feel secure about.
We are here for you, and many of you have asked if we are willing to work with new clients. Yes, we are here for your friends and family as well. If you’ve heard your loved ones recently discussing their worries and concerns about their financial situation, we encourage you to make an introduction so we can help them the same way we’ve helped you.
How To Explain Our Approach To Holistic Wealth Strategies
We pride ourselves on the factors that differentiate us from other advisors and professionals in the financial services industry. We believe each person’s situation and goals are unique and should be treated that way.
Our holistic, goals-based wealth strategies simplify life in such a way that you can enjoy your wealth now and in the future. We want to be sure that regardless of what events happen in your life, that we have everything in place to take care of your family and legacy.
Our investment portfolio allocations are not buy and hold, they are actively managed and will change based on the supply and demand of market cycles and economic seasons. We strive to take advantage of global growth opportunities in positive markets while focusing on down market protection against major catastrophic losses in negative markets.
Our overarching goal is to help our clients organize and simplify their life so they can spend more time enjoying their wealth both today and in the future. We strive to provide streamlined, prudent finance advice by weeding out the unnecessary clutter that doesn’t serve to improve and preserve each client’s situation.
If you or someone you know needs that level of holistic, personalized financial advice, we encourage you to read and share our recent article about how our Wealth Strategy Portal helps our clients organize their financial goals, documents, and contacts; provides a thorough overview of their entire financial picture; and tracks their progress to ensure the decisions they’re making are moving them in the right direction.
The Benefits Of A Complimentary Wealth Strategy Session
A complimentary wealth strategy session is much like receiving a thorough “Super Physical” exam. During the session, we will get to know your friend or family member on a more personal level to learn about their current wealth goals, financial situation, and existing wealth strategy if they have one. We will also review their investment and retirement accounts to get an understanding of their savings rates and asset allocations to discern whether or not they’re likely to meet their goals.
The strategy session is also an opportunity for your friend or family member to ask us questions about our approach, the markets, and how we can help them reduce their taxes. This session is complimentary, so they will be under no obligation to pay for this session or continue working with Beacon Wealth Management if they don’t want to.
By the way, don’t worry if they already have a financial professional. Almost every successful person we have worked with started out with multiple financial professionals. Unfortunately for them, this often meant their wealth strategy was not coordinated to work harmoniously together to take care of their family’s holistic planning needs. Our process was able to add value one way or the other over 95% of the time.
Make An Introduction With Confidence
John Halterman, best-selling author and nationally published blogger has been featured as a financial guest expert on the TV shows of self-help gurus Brian Tracy and Jack Canfield, author of Chicken Soup for the Soul. He 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 maximizing your retirement, 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 4 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 (CWS)
Accredited Investment Fiduciary® (AIF®)
Certified Estate Planner™ (CEP®)
Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠)
Professional Plan Consultant® (PPC®)
Registered Financial Consultant (RFC)
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 Bridgeport, West Virginia. He and his wife, Lisa, have been married since 2005 and have three amazing children. A family-loving man, he enjoys giving back to his community, coaching youth sports, landscaping and architectural design, WV Athletics, and is an outdoor and racquetball-playing enthusiast.