welcome to beckett financial group
THE CAROLINA’S TRUSTED FINANCIAL PLANNER FOR MORE THAN TWO DECADES
- Innovative Approaches
- comprehensive services
- true growth partners
- independent
Beckett Financial Group
Best Financial Planner 2024
JB Beckett
Best Consultant
Beckett Financial Group
Best Financial Planner 2023
Carolina's Premier Financial Planner Helping Build Your Future On Your Terms
Are you ready to take control of your financial future? Tired of navigating the complex world of investments and planning on your own?
At Beckett Financial Group, we believe that everyone deserves a financial planner who truly understands their unique needs and goals. With decades of experience, we’ve helped countless individuals achieve their dreams.
As an independent firm, we have the freedom to tailor our financial planning strategies to your specific needs without any external influences. Whether it’s planning for retirement, building a college fund, or simply securing a comfortable future, we can help.
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. Our financial planners specialize in the areas of:
- Retirement Planning
- Individual and Group Life Insurance
- Long Term Care Insurance
- Group Disability Coverage
- College Savings Plans
- Wealth Management
Beckett Financial Group is affiliated with over 30 different carriers, allowing us the freedom to tailor individual plans to each client’s specific needs & objectives. As an independent company, we have the freedom to make decisions and operate without any external ownership or control of our 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!
Don't Let Uncertainty Hold You Back
The risks of not having a financial planner can be significant, and the consequences can be costly, from missed investment opportunities to inefficient tax planning. Let us help you avoid these pitfalls and achieve financial success. Reach out today, and we will connect you with a financial planner near you.
What Makes us different
With nearly 40 years of combined experience, our experienced 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 Columbia.
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 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.
in transition? want to know your 401(k) options?
We have a variety of solutions that can help turn your 401(k) in a source of income that is both protected from market forces with guaranteed returns and can offer lifetime income streams.
Don’t do anything with your 401(k) until you’ve met with us! We can help you understand the underlying strategy of your 401(k) and walk you through all of your options.
Your Financial Future is Unique. Your Financial Planning Should Be, Too.
We don’t believe in a one-size-fits-all approach to your finances.
Instead, we craft financial strategies as individual as you are. Discover how Beckett Financial Group can tailor a plan to your specific goals.
Schedule your complimentary, no-obligation consultation today. Call (803) 939-4848.
Instead, we craft financial strategies as individual as you are. Discover how Beckett Financial Group can tailor a plan to your specific goals.
Schedule your complimentary, no-obligation consultation today. Call (803) 939-4848.
