John Halterman and The Beacon Wealth Management Team

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John Halterman and The Beacon Wealth Management Team Visit our website for important disclosures:

We elevate the lifestyle and legacy of retirees, professional practitioners, and business owners age 50+ through wealth planning focused on investments, tax minimization, risk mitigation, and estate planning. At Beacon Wealth Management, we are a family-focused financial services firm dedicated to fostering authentic, lifelong relationships built on a foundation of truth and honesty. Our team is passionate about providing personalized financial guidance to help you define, pursue, and achieve your long-term goals. With decades of combined experience, each member of our team offers unique insights and specialized knowledge to ensure a well-rounded and tailored approach to your financial strategy. We understand that every client’s journey is different, which is why we take the time to listen, learn, and collaborate with you to design solutions that reflect your individual needs, values, and aspirations. From navigating complex financial decisions to planning for the future you envision, we are here every step of the way. Let us show you how a trusted partnership with Beacon Wealth Management can bring clarity and confidence to your financial future. Reach out today to connect with one of our dedicated professionals and take the first step toward building a brighter tomorrow!

10/16/2026

Stop letting market swings dictate your future. A bucket strategy organizes your wealth by time horizon, helping balance income needs today with growth potential for tomorrow. ✅

October is Financial Planning Month, an ideal time to review your full strategy.🗂️ Review your estate plan, including wi...
10/04/2026

October is Financial Planning Month, an ideal time to review your full strategy.

🗂️ Review your estate plan, including wills and beneficiaries.
🗂️ Reassess your retirement distribution plan and timeline.
🗂️ Check insurance coverage for health, life, or LTC.
🗂️ Identify any changes in income or expenses.

Planning is a year-round habit. October is a great checkpoint.

10/02/2026

❓ Do you know how Medicare fits into your retirement plan?

Healthcare is an important piece of retirement planning. Understanding your options can help you prepare for what’s ahead.

Let’s make Medicare less confusing.

10/01/2026

📉 Market volatility making you nervous?

Markets will move, but your financial strategy should be built with the ups and downs in mind.

Stay focused on the plan, not the headlines.

09/30/2026

💣 Will your kids inherit a tax bomb when you’re gone?

For many adult children who inherit a traditional IRA, current rules generally require the inherited account to be emptied within 10 years, and taxable distributions are included in their income.

A little planning today could make a big difference for the next generation.

09/29/2026

⏰ Don’t forget about your RMDs!
Required Minimum Distributions can play an important role in your retirement income and tax strategy. Plan ahead.

09/28/2026

Just because you can take Social Security doesn’t always mean you should.

Choosing when to claim is one of the most important retirement income decisions you’ll make. Taking benefits earlier can provide income sooner, while waiting can increase your monthly benefit.

The question isn’t simply, “When am I eligible?”
It’s “When does Social Security make the most sense for my retirement plan?”

Let’s build a strategy around your goals. 📈

09/23/2026

🏢 Your business may be one of your largest assets. But do you have a plan to turn years of hard work into lasting retirement income? A business succession strategy can help bridge the gap between business ownership and retirement.

09/22/2026

Your investment strategy in retirement isn't just about growth anymore. It's about finding the right balance between growing your assets and preserving the wealth you've worked so hard to build.

09/21/2026

🏡💼 Wealth transfer is about more than passing down assets. It's about ensuring your loved ones know where everything is and that your wishes can be carried out smoothly. Our client portal helps keep important financial information organized and accessible.

Address

4565 Benedum Drive
Bridgeport, WV
26330

Telephone

+13046263900

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