Jb Beckett
Retirement Income Advisor l Connector l Consultant
- Role
- Founder and Managing Partner at Beckett Financial Group
- Location
- West Columbia, SC, US
- LinkedIn followers
- 500 followers
About Jb Beckett
Financial Professional and Business Owner with broad experience in various aspects of income and insurance planning. Our firm has recently partnered with an estate planning network to offer estate education services to our clients. I am celebrating my 25th year helping businesses and families throughout the Southeast and Mid-Atlantic analyze their financial pictures and thoroughly enjoy helping people find solutions to their retirement, tax-free retirement, estate education, and college planning goals.Specialties: retirement income planning, planned giving strategies and funding, safe money savings and retirement options, insurance brokerage: life, health, long-term care, disability, living trust education services, retirement income planning, fundraisers, college planning.*Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Beckett Financial Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Experience
Founder and Managing Partner
Jan 2003 — Present
Education
University of South Carolina
Bachelor's degree, Small Business Administration/Management
Darla Moore School of Business at the University of South Carolina
Bachelor of Science, Small Business Management
1994 — 1998
University of South Carolina
Bachelor of Science, Entrepreneurship, Management
1994 — 1998
Skills
- Social Media Marketing
- Marketing
- Insurance
- Customer Service
- Public Speaking
- Estate Planning
- Long-Term Care
- Entrepreneurship Development
- College Education Planning
- Sales
- Financial Planners
- Leadership
- Strategy
- Financial Planning
- Estate Planning Education
- Nonprofits
- Fixed Annuities
- Retirement
- Fundraisers
- Non-Profit Volunteering
- Health Insurance
- Leadership Development
- Healthcare
- Term Life Insurance
- Planned Giving
- Disability Insurance
- Financial Services
- Iras
- Small Business
- Retirement Planning
- Finance
- Radio Host
- Strategic Planning
- New Business Development
- Business Planning
- Team Building
- Teaching
- Coaching
- Tax-Free Retirement
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