welcome to beckett financial group

The Carolina's trusted financial service providers for more than two decades

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.


First we will meet to get to know one another, discuss your current financial situation, and discover where you dream to be


With a clear understanding of your financial situation, we will conduct a thorough analysis and create a plan to accomplish your financial goals.


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.

Senior retired couple learn about computer and online support

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.

It’s what separates beckett financial group from other advisors!

Our goal is to provide you with the knowledge and tools you need to make your future your own.
Call (803) 939-4848

understanding your 401(k) options

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