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WHO WE SERVE

We Put You First.

We help select individuals in the retirement RedZone, entrepreneurs, and professional practitioners by solving the five major wealth challenges facing affluent families such as tax reduction planning, maintaining a successful lifestyle in retirement, and transferring wealth in the most efficient and tax-advantageous way. 

What Does It Mean To Be Affluent?

Most affluent people come from very humble beginnings and are self-made. Because of this, they consider themselves upper-middle class and not affluent or rich. Over 80% of the affluent are a select group of wise entrepreneurs, professional practitioners (physicians, attorneys, CPAs, engineers, etc.), and individuals in the Retirement Red Zone (the 15 years before and after retirement). 

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COMMON

CHARACTERISTICS

OF THE AFFLUENT:

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  • Share an enthusiasm for helping loved ones and passing along strong family values.

  • Are extremely motivated and won’t settle for “Average.”

  • Have a deep appreciation for hard work and smart decision making.

  • Want to engage best-in-class experts to act as stewards of their vision.

  • Expect objective, conflict-free advice.

  • Want to engage with a professional advisor, not a product salesperson.

  • Have Investable Assets of $500,000 + or Net worth of $1 million + or $125,000 annual household income. 

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The Retirement Red Zone

In football, the red zone refers to the 20 yards closest to the end zone. It’s where a team’s strengths and weaknesses are often the most obvious — and where strategy is everything. When comparing it to retirement, we consider the red zone to be the 15 years before and after your desired retirement age, when savings are the most at risk. During this period, it is crucial to get really thorough, comprehensive income planning from a financial professional.

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As a professional practitioner, you've dedicated yourself to thoughtfully building your business. You need the right partner to support you in financial planning and wealth management so you can focus your time and resources on your thriving business. Our proprietary approach is aimed at protecting and preserving the assets entrepreneurs have worked so diligently to build while identifying ways to potentially bolster your earnings in preparation for future endeavors. 

Professional Practitioners

PREPARING FOR A SATISFYING RETIREMENT

We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement. 

THE SECURE ACT

2020

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. 

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ENJOYING MORE & WORRYING LESS?

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CONTACT

4565 Benedum Drive

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

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QUICK LINKS

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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