For over 25 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.
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.
Clients who manage their own business can count on BWM to serve as a strategic advisor in financial and business planning. We start by understanding your ultimate goals for your business, family, philanthropy, and legacy. We then review an array of suitable options and selectively design a clear & intentional plan to get the best tax outcomes, one that includes future giving and estate and tax planning before and as you sell your business interests.
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
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.
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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 WV, PA, OH, MD, NC, SC, TX, FL, NY and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.