welcome to beckett financial group
The Carolina's trusted financial service providers for more than two decades
- Innovative Approaches
- comprehensive services
- true growth partners
- independent
JB Beckett
Best Consultant
Beckett Financial Group
Best Financial Planner
get started with our process
Begin Your Journey to Financial Success With Our Proven approach
Beckett Financial Group provides a multitude of financial services and income planning solutions. The advisors of Beckett Financial Group specialize in the areas of retirement planning, individual and group life insurance, long term care insurance, group disability coverage, and college savings plans. They are affiliated with over 30 different carriers, allowing them the freedom to tailor individual plans to each client’s specific needs & objectives. As an independent company, they have the freedom to make decisions and operate without any external ownership or control with their financial planning strategies.
Discover
First we will meet to get to know one another, discuss your current financial situation, and discover where you dream to be
Analyze
With a clear understanding of your financial situation, we will conduct a thorough analysis and create a plan to accomplish your financial goals.
Implement
Once we have come to an agreement on your options, we can begin putting your plan in motion!
What Makes us different
With nearly 40 years combined experience, the Beckett Financial Group team provides detailed, expert care in a variety of financial concerns—including health insurance and Medicare, in addition to retirement, estate, and income planning.
Beckett Financial Group conducts many community activities aimed at educating and helping our fellow citizens of Columbia.
Our solutions focus on helping you attain financial security and peace of mind.
We support our clients every step of the way—from developing a financial plan, tracking its success, and supporting you through retirement.
attend one of our complimentary events
We offer workshops with need-to-know information about retirement that are open to the public. Sign up today to learn more about financial topics and get to know JB and Beckett Financial.
see how we help our clients
explore our financial products & services
At Beckett Financial Group, we offer a catalog of financial products and services that will aid in the creation of your financial strategy. Learn more about each of the services and how they will play a role in your planning process.
