Special Reports

Are you on track for a comfortable and secure retirement? Whether you’re already retired, retiring soon or retirement is years away, Beacon Wealth Management has developed these special reports to help you achieve your retirement dreams. To download, simply click on the links below.

This is your chance to take a good, honest look at your life and see if you’re ready to live Your Wonderful Retired Life. Whether you wish you had a million dollars like George Bailey in It’s a Wonderful Life, or you just want to shake the dust off your boots and travel the world, download this special report to see if you're prepared to live your wonderful retired life.

It's a Wonderful "Retired" Life

A master chef knows the best meals come from the best ingredients, planning and preparation, and a proper recipe. The same is true for retirement. Don’t get burned by taxes, inflation and rising healthcare costs. Let us show you the right ingredients and the right recipe to craft the retirement you want.

Crafting Your Recipe for Retirement

Is summer camp or a summer job in your future? We like to think that work is similar to school and retirement is a fun summer camp. We want to make sure you will be attending the summer camp of your dreams rather than holding down the fort with a summer job. In this special report, we've broken down a few options for how you might spend your retirement if you’ve worked hard, saved your money and created a financial plan that will allow you to go to the summer camp of your choice.

Financial Summer Camp

Are you ready for the Retirement Hall of Fame? You've worked your whole life to get to this point, and, with the right coach and winning strategy, you can retire like a champion. Find out how in this special report where we break down retirement into 8 brackets that can guide you to the Big Retirement Dance.

March Retirement Madness

November is time to celebrate not only Thanksgiving, but also the often overlooked holiday, Veterans Day. Thanks to the veterans who have served our country, we have the freedom to marry, raise a family, own property and so much more. There are other freedoms, however, that many wealthy Americans take for granted and surrender by not developing a financial plan that will defend their assets. Download this special report to learn the five freedoms you're surrendering by not defending your assets.

The Five Freedoms You're Surrendering by Not Defending Your Assets

Are you prepared to choose the best picks for a successful retirement? As you head on the retirement road, you need to research and plan to develop a winning strategy. In this special report, we reveal 4 key players that come together in your retirement. Download now to find out if your on the right path.

Kickoff To Retirement: The 4 Essential Draft Picks for a Winning Retirement

Did your mother ever tell you that money doesn't grow on trees? Little did you know back then, she was right. This special report honors all of the age old advice our mothers gave us when we were children. Advice like, "save for a rainy day", "there's a difference between wants and needs", and "nothing in life is free". Download this special report to learn more about how mom was right all along.

Lessons From Mom: Motherly Advice on Health, Wealth & The Pursuit of Happiness

In remembrance of great though leaders like George Washington, and following the influence of our forefathers, I bring to you your Retirement Bill of Rights. In this special report, I break down the rights your wealth manager should be attending to for you, so you can enjoy the retirement you've worked you're entire life to earn.

Retirement Bill of Rights

Everyone loves a good, scary movie. But, the truth is, real dangers are much scarier, especially when it comes to your finances. Unlike an actor in a horror film, you're going to have to face these dangers some time. Download this special report and face the tale of the phantom pain, the tale of the disappearing money and the tale of the forgotten past head on.

Tales of Common Retirement Mistakes

Are you ready to take on TaxMan, The Inflator, Dr. N. Vois and Time Thief? Enemies beware! We've done the research and found the weaknesses of these villains to help you defeat them before they defeat you. Download this special report to help you make a battle plan to become the super hero of your retirement.

Beware of the Retirement Raiders: The Terrible 4 that are After Your Retirement

Do you struggle when it comes to taxes? You're not the only one. In this special report, we share the stories of 8 celebrities who have had run-ins with the IRS. We can learn some crucial financial lessons from the mistakes some celebrities have made. Don't let Uncle Sam catch you off guard; download this special report now to avoid these 8 tax fumbles, follies and fraud.

TaxBusters: 8 Famous Examples of Tax Fumbles, Follies and Fraud

Is 100 the new 60? To help you discover the lost energy of your youth, download Pursuing Freedom in Retirement. You'll gain knowledge and advice from some of the finest minds in fitness and finance from around the country that will help YOU answer this question: How can we help make 100 the new 60?

Pursuing Freedom in Retirement

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Bridgeport, WV 26330
Phone: (304) 626-3900
Toll-Free: (866) 623-3900

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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