Your Trusted Financial Advisors Since 1999

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Your Financial Future is Unique. Your Financial Planning Should Be, Too.

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At Beckett Financial Group, we provide a range of financial products and services to help you develop your unique financial strategy. We don’t believe in a one-size-fits-all approach; instead, we create customized plans tailored to your specific goals. Learn how our services can support your planning process and help you achieve financial freedom.

Insurance & Retirement Planning to Protect What Matters Most

Insurance & Retirement Planning Services

Your family, your lifestyle, and your peace of mind. Protect your hard-earned assets and plan for rising healthcare costs.

  • Annuities
  • Medicare
  • Life Insurance
  • Long-Term Care
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Financial Planning for Every Stage of Life

Financial Planning Services

Live life on your terms and help protect your portfolio against any market.

  • Social Security Optimization
  • Asset Protection
  • Tax Minimization Strategies
  • IRA/RMD Rollovers
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Wealth Management to Achieve Financial Security

Wealth Management Services

Active investment management with a customized plan.

  • Wealth Accumulation
  • Income Planning
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It’s Your Money, Your Future, Your Move

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Our Published Articles

Read our regular contributions to many media publications.

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Our Videos

Read our regular contributions to many media publications.

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Our Blog

Browse our collection of weekly content on current market topics.

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BRidging the gap between your unique needs and the retirement you deserve.

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The Carolinas' Trusted Financial Planner Since 1999