News and Updates from the office of John T. Halterman and the Beacon Wealth Team
Meet Your BWM Team

   

Is this your BWM team? No, but made you laugh :).  If you know this cast, send us a message with your favorite character and what you loved most about the show. 

Freedom and Opportunity
The past 6 weeks have been some of the most interesting and unique times of our lives. The United States was built on the foundation of Freedom and Opportunity: The freedom and opportunity to always pursue any dreams or opportunities we ever wanted; The freedom to move as we will within the standard of our laws. I have always been a free-spirited person and love taking advantage of the many freedoms our world has to offer. The recent quarantine has definitely put a crimp in my style, lol.  I have learned to cherish FREEDOM more now than ever before in my life. 
 
Our freedom may be restricted, but our opportunities are not. During these past 6 weeks, our team has been able to communicate more with our clients than any other 6-week period in Beacon Wealth History. The conversations have been truly amazing. We've had an opportunity to listen and learn about so many intimate details about your lives. We can't thank you enough for opening your hearts and being so personal during this challenging time for all of us.  You have shared great stories about what matters most to you; how COVID19 has impacted you physically, emotionally, financially and mentally.  
 
New Friends
Thanks to you all, we have also been introduced to many new friends.  Many of you have asked us to have conversations with your friends and family to address their issues and concerns during this unprecedented time period.  We greatly appreciate the opportunity to be introduced to your friends and family and promise to provide them the same client experience we provide you and your family. 
 
New Team Members
As you may have learned from our conversations, we have made a couple changes to our team. We have added a couple new team members. Because of the increase in demand, we plan to add additional team members in the near future. Below, please find our "Meet Your BWM Team" profiles by clicking the image.   
 
We have always believed in delivering excellence in our services and communications. We are here to take care of your wealth needs. If you have questions or concerns about anything or just need a friend to listen, please do not hesitate to contact us @ 304-626-3900.   We will be more than happy to speak with you on the phone or set up a virtual meeting. 



W arm Regards, 

The Office: Random Funny Moments


Don't forget to s end us your favorite character and 
what you loved most about the show! You can simply reply to this email.

We specialize in working with a select group of Entrepreneurs, Professional Practitioners, and Individuals in the Retirement Red Zone.

We developed and refined a consistent process that helps our clients in four primary ways:
  • Maintain a Successful and Sustainable Lifestyle in Retirement 
  • Tax Mitigation Planning
  • Family Protection against Unplanned Catastrophic Losses
  • Transfer Family Wealth and Legacy in the Most Efficient and Tax Advantageous Manner
If you would like help in accomplishing these things,
request a listening session today.

In Case You Missed It

We've been sending out quite a few communications lately to keep you informed and at ease during this unprecedented time. In case you've missed any of our communications, here are some other helpful links:

4/20/20: CARES Act Interim Final Rule for Paycheck Protection Program (PPP)

4/17/20: Coronavirus Care Package: Things That Make You Go Hmmm...

4/15/20: COVID-19: CARES Act Allows $100,000 Tax-Free IRA Grab and Repay

4/14/20: COVID 19: Important Tax Breaks from the CARES Act

4/13/20: 6 Ways the CARES Act Means Easier Distributions and Loans From Retirement Accounts

4/10/20: 2020 Tax Reference Guide

4/9/20: 7 Estate Planning Must-Do's in the Time of COVID-19

4/8/20: Coronavirus Care Package #1

4/6/20: What is The Worst Virus Outbreak Ever?

4/4/20: Do the C.R.E.F.I Calculation Now

4/3/20: How the Coronavirus Paid Leave Rules Apply to You 

4/2/20: 3 CARES Act Actions for Small Businesses

4/1/20: 4 Significant Ways the CARES Act Can Provide Financial Relief

3/30/20: Top 8 Changes to the SECURE Act You Need to Know

3/28/20: Managing Anxiety Through Charitable Giving:

3/25/20: Checking In and Helpful Resource Links:


3/23/20: 90 Day Tax Deadline Delay:

3/20/20: Coronavirus and the State of the Markets: 


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, Inc., a Registered Investment Advisor. Beacon Wealth operates independent of Cambridge.
STAY CONNECTED: