Beckett Financial Group Best Financial Planner 2024
Beckett Financial Group LOCAL BUSINESS PERSON OF THE YEAR 2024
Beckett Financial Group N.A. BUSINESS PERSON OF THE YEAR 2024
Beckett Financial Group Lexington's Best Consultant 2023
Beckett Financial Group Best Financial Planner 2023
Beckett Financial Group N.A. BUSINESS PERSON OF THE YEAR 2023
Beckett Financial Group Top 25 business mentor 2021
Welcome to Beckett Financial Group
At Beckett Financial Group, we believe that everyone deserves a financial planner who truly understands your unique needs and aspirations. As an independent firm, we create personalized financial strategies tailored specifically to your goals. With decades of experience, we’ve helped countless individuals turn their dreams to reality.
For over 25 years, our focus is guiding individuals and families toward a successful retirement by optimizing financial objectives and minimizing investment risks. We manage your income and taxes while navigating market fluctuations to ensure your retirement income lasts. We are committed to regularly evaluating your portfolio and making necessary adjustments to keep it aligned with your goals.
Our commitment is straightforward: To get to know you, understand your goals, and help you identify financial strategies that enhance your lifestyle today while laying the groundwork for a secure retirement.
get started with our process
A Holistic Approach to Financial Planning
Our holistic approach encompasses more than just numbers; it’s about understanding you—your aspirations, your risk tolerance, and your lifestyle. We recognize that financial planning is not just about accumulating wealth; it’s about creating a life that aligns with your values and priorities.
Every individual or family has unique financial circumstances and ambitions. We take the time to listen and learn about what matters most to you—whether it’s saving for a child’s education, planning for retirement, investing in a dream home, or supporting charitable causes. Our comprehensive analysis allows us to create a tailored strategy that reflects your personal journey.
What Makes us different
With nearly 50 years of combined experience, our financial planners provide detailed, personalized plans to support our clients’ unique financial journeys, including health insurance and Medicare, as well as retirement, estate, and income planning.
At Beckett Financial Group, we believe we are more than just financial planners. We support the community where we live and work through charitable giving and volunteering, and we host regular community activities aimed at educating and helping our fellow citizens of the Midlands.
We believe in offering solutions focused on helping you attain the financial security you seek and the peace of mind you need to live your life to its fullest.
Our team of experienced financial planners will advocate for you every step of the way, from developing a financial plan to tracking its success and supporting you throughout your 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 holistic approach to retirement planning that ensures all facets of life are considered for a balanced and fulfilling retirement. Each individual’s needs and goals will differ, so personalized planning is essential.
RETIREMENT RESOURCES
Download Our Guide
Important Birthdays Over 50
Turning 50 is a major milestone, especially when it comes to your retirement planning.
But are you aware of the new opportunities and risks that come with it? Our complimentary guide is here to help you navigate these crucial years with confidence.
Download “Important Birthdays Over 50” and discover all the key birthdays in retirement and what they could mean for your finances. From “catch-up” contributions at 50 to the significance of Medicare at 65, this guide covers everything you need to know to make informed decisions. Gain valuable insights that will empower you to secure your financial future and enjoy your retirement to the fullest.
Don’t wait—arm yourself with the knowledge you need by downloading your copy today!
