Our Services
Some of the Services We Offer:
- Retirement Planning
- Pensions/Rollovers/IRAs
- Wealth Protection
- Tax Management & Strategies
- Investment Planning
- Estate Conservation
- Risk Management
- Insurance Analysis
- Cash Management
- College Funding
- Debt Elimination
- Employee Benefits
- Navigating Your Federal Employee Benefits
- Charitable Giving
- Business Planning
- Educational Workshops
The financial management process at Beck Financial Strategies begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run, while maintaining an adequate level of insurance coverage. We work with you side-by-side so that you’re confident with the financial suggestions we make.
The Financial Planning Process
Topics included in a Personal Financial Plan:
- Present Position and Future Priorities
- Cash Management
- Income Tax Strategies
- Investment Suitability
- Accumulation Objectives
- Retirement Planning
- Risk Management
- Estate Conservation
- Comprehensive Financial Plan
- Implementation and Review
Topics included in a Business Financial Plan:
- Present Position and Future Priorities
- Business Valuation
- Operational Reserves
- Employee Benefits
- Risk Management
- Retirement Planning
- Business Continuation
- Estate Conservation
- Comprehensive Financial Plan
- Implementation and Review
