We Put You First.
For nearly 30 years, John Halterman and Beacon Wealth Management have worked with select individuals in the Retirement Red Zone, entrepreneurs, and professional practitioners in the greater Bridgeport, West Virginia area, as well as across the country. Our high-touch, client-focused wealth management makes us the first call for affluent investors looking to strengthen their financial health holistically and intentionally.
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.
Professional Practitioners
Entrepreneurs
COMMON CHARACTERISTICS OF THE AFFLUENT:
- 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.
PREPARING FOR A SATISFYING RETIREMENT
