March 2019
Elite Wealth Planning
What it is and why it matters

Elite wealth planning is a comprehensive planning process that incorporates state-of-the-art technical expertise in legal strategies and financial products with the human element. 

This type of wealth planning often plays a key role in the lives of today’s highly successful individuals and families— as well as those who are on the path toward great financial success. 

Typically, elite wealth planning consists of seven main types of planning: 

  • Income tax planning 
  • Family legacy and estate planning
  • Family protection planning 
  • Asset protection and financial organization planning 
  • Charitable tax planning 
  • Business succession planning 
  • Life management planning 

We're going to elaborate on just what elite wealth planning is—how it works and how it can potentially have a powerful impact on your life as you seek to build, preserve and protect your wealth. 

Read the full report here:
I have a round a $10 million estate and currently have a will in place for when I die. I heard trusts were better, but I do not want to tie my money up. Is a will enough to protect my family from probate and taxes?
We are currently unhappy with our financial advisor because we believe he just wants to sell us investments that benefit him and also is not concerned about our own comprehensive needs. So, if they want to become a client of yours, what is that process?
Simple Meditation for Clarity and Peace

Today's culture can seem overwhelming, and we can feel bombarded with information and stress. One way to find some inner peace is through meditation. It's a lot easier than you may think. If you practice, it's about the progress - not the perfection. In fact, the best barometer of success is just checking in to see how you feel after you meditate. Here are a few tips to get started:
 
Prepare : Sit or lie down where you're comfortable. You can sit cross-legged with a straight spine (try sitting on a pillow or folded blanket to straighten your spine) or lie down in a place with few distractions. Set a timer: ten minutes is a good starting point.
 
Focus : Close your eyes, focus on your breathing, and bring your attention to your "third-eye" area, at the middle brow. If your mind wanders, try to gently bring your attention back to your breathing.
 
Finish : Notice how you feel when you're finished. Your primary objective is to simply clear your mind and experience what that clarity feels like.

Tip adapted from jackcanfield.com
Southern Buttermilk Biscuits

Serves 9

Ingredients: 

  • 2 cups Southern all-purpose flour (White Lily or other brand), plus more for kneading
  • 1 Tbsp. baking powder
  • 1 tsp. fine sea salt
  • ¼ cup cold unsalted butter, cut into small pieces and chilled
  • ¾ to 1 cup buttermilk

Directions: 

  1. Begin by preheating your oven to 500°F. Use a rimmed baking sheet with a nonstick, silicone baking sheet lining the pan.
  2. Combine the flour, baking powder, and salt in a large bowl. Cut the butter into the dry mixture using two knives or a pastry cutter. Once the contents in the bowl resemble coarse meal, pour in the buttermilk and mix until it's just combined. You don't want to overwork it.
  3. Begin by lightly kneading the dough on a sparsely floured surface. Keep turning the dough; do this about 8 times. You don't want to knead for too long, or you'll overwork the dough. Lightly flour a rolling pin, then roll the dough to ½-inch thick. Cut the biscuits with a 2¼-inch round cutter dipped in flour. Be sure to press the biscuit cutter straight down (avoid twisting it). This way, the biscuits will rise evenly while baking.
  4. Arrange the biscuits on the baking sheet and bake for 8 to 10 minutes. Look for a golden-brown color. Cool on a rack and serve the biscuits warm with plenty of butter and honey.

Recipe adapted from Southern Kitchen
The Brian Tracy Show
Jack Canfield's Hollywood Live
Beacon Wealth Management
607 East Pike Street, Clarksburg, WV 26301
304.626.3900

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member  FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Beacon Wealth operates independent of Cambridge.
**Indices mentioned are unmanaged and cannot be invested into directly.**