Our Company
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. Beckett Financial Group – helping make your financial dreams a reality!
Security and Growth
Although financial planning can involve many processes and solutions, the ultimate goals are security and growth. Beckett Financial Group helps our clients develop a financial plan that protects assets and seeks safe growth opportunities.
Customer and Community Care
Beckett Financial Group provides tailored, detailed, and professional care to all our clients. We understand that your money is more than dollars or numbers; it is how you will achieve your retirement goals. Our clients are not just names in our book of business; they are our neighbors and fellow businesspeople, deserving solutions and strategies that work toward financial independence. This is why we also help consumers with their Medicare and Affordable Care Act needs, through regular enrollment events.
Meet Our Team
At Beckett Financial Group we offer the guidance of not only trusted advisors but experienced advisors. Our team has become a staple of West Columbia through years of hard work and community engagement.
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Disclosure:
This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Beckett Financial Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal.
There is no assurance that any investment strategy will achieve its objectives. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products.Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.