Our Financial Planning Process

3 Steps to Success

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At Beckett Financial Group, we help individuals and families plan for a successful retirement by maximizing financial goals and minimizing investment risks.

Today, it’s crucial for investors to adopt a holistic financial planning approach to achieve their goals, considering aspects like income, taxes, market volatility, and ensuring sustainable retirement income.

Our comprehensive approach identifies and addresses the opportunities and risks in your financial life, allowing you to strategically accumulate and protect your wealth. We focus on six key financial considerations relevant to everyone: longevity, liquidity, inflation, market, mortality, and taxes.

We begin by assessing your individual goals and needs, using these considerations to craft a solid plan that aims to achieve your long-term financial objectives with minimal risk. After implementing the strategy, we regularly meet to discuss any necessary adjustments, ensuring you stay on track.

It’s your money and your future. Now it’s your move.

Step One

Discover

Step Two

Analyze

Step Three

Implement

Step One

Discover
In our initial meeting, we will take the time to get to know you personally and professionally. We will discuss your current financial situation, including assets, liabilities, and income sources. More importantly, we want to hear about your dreams and aspirations for retirement. Whether you envision leisurely travels, starting a new hobby, or spending time with family, we are here to help you clarify and articulate your goals.

Step Two

Analyze
With a clear understanding of your financial situation and retirement dreams, we will conduct a thorough analysis. This phase involves evaluating your current financial health and identifying any gaps or opportunities. We will develop a comprehensive plan with actionable steps to help you accomplish your financial goals, ensuring that your retirement vision is achievable and sustainable.

Step Three

Implement
Once we have identified the best options for you and agreed on a strategy, it is time to put your plan into motion! We will guide you through the implementation process, handling all the necessary steps to ensure your financial strategy is executed smoothly. Our team will be there to support you every step of the way as we work together towards a secure and fulfilling retirement.

It’s Your Money, Your Future, Your Move

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The Carolinas' Trusted Financial Planner Since 1999