Life Insurance

Income Planning

Estate Education


In-service Distributions


Don't Let The Light Go Out On Your Retirement.

For many retirees and pre-retirees, a 401(k) or company pension is all they have for retirement. This is especially true for employees of utility and state services. While these accounts can be beneficial for your overall retirement portfolio, they often involve limited choice and low-growth potential.

However, in some situations, there is a way to leverage portions of your 401(k) into accounts that generate guaranteed retirement income with significant growth potential. This is known as an in-service distribution.

Enhance your retirement plan with this strategy. 

Fill out the form or call us at 803.939.4848 now to
find out if this strategy may be right for you.

About Us

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, protecting their health/wellbeing.

Beckett Financial Group

825 Meeting Street

West Columbia, SC 29169