About Us
Our award-winning Beckett Financial Group team specializes in building tax-smart retirement income plans to empower people to retire up to 3-5 years sooner.
Growing savings to reach retirement dreams can be a long journey and making sure your money doesn't run out can be challenging. But, it can be done, and we are here to help. Finding that trusted professional who has the experience and know-how to reach your goals is one of the most important financial decisions you can ever make.
Our team helps solve financial planning, 401(k), pension rollover, and lifetime income planning goals for our clients.
Beckett Financial Group is also affiliated with over 100 different insurance carriers, allowing us the freedom to tailor individual plans to each client’s specific needs & objectives. This allows us to plan, shop, and compare insurance companies for long term care, disability, and life insurance, and group benefits.
Please visit us online at beckettfinancialgroup.com or reach out by emailing info@beckettfinancialgroup.com for more information.
It's your money and your future. Now, it's your move.
The products and services we offer
Recommendations Received (927)
"Very honest people!!!"
"He is a kind, knowledgeable individual who will always steer you down the most beneficial road..."
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"He is a kind, knowledgeable individual who will always steer you down the most beneficial road for you personally. "
Products & Services
The years before retirement are about growing savings to have as much money as possible for retirement. The tectonic goal shift happens when retire...
Attracting and retaining employees is as important as ever for small businesses. We help design new and analyze existing benefits including group h...
The best way to fund buy-sell agreement is not a one-size-fits-all proposition. What are your goals with the agreement? Are there any contingencies...
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Recommendations Given (172)
"American Web Developers can help you craft the online brand and website you need to succeed. "
"Tasha is passionate about theater and film. She is also great at networking and helping others on..."
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"Tasha is passionate about theater and film. She is also great at networking and helping others on Alignable. "
Recent Activity
These are great networking insights into meaningful quality connections. Thank you for sharing your wisdom, Don.
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These are great networking insights into meaningful quality connections. Thank you for sharing your wisdom, Don.
Thank you for orchestrating the fun, Chuck a.k.a. King of Contests! I encourage everyone to enjoy their local Alliance to earn more contest votes and to extend networking in their communities. Check out how quickly everyone's friend, Paul O., is moving up the Interactive Leaderboard!
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Thank you for orchestrating the fun, Chuck a.k.a. King of Contests! I encourage everyone to enjoy their local Alliance to earn more contest votes and to extend networking in their communities. Check out how quickly everyone's friend, Paul O., is moving up the Interactive Leaderboard!
1 Reply
Thank you for the awesome update, Chuck Casto a.k.a. The Contest King! Let's all follow Chuck's example shining the positive light on small businesses everywhere by voting for 10 or more like we did in 2024 and recommending 10 or more as well. The recommendations we all leave can help the SEO for...
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Thank you for the awesome update, Chuck Casto a.k.a. The Contest King! Let's all follow Chuck's example shining the positive light on small businesses everywhere by voting for 10 or more like we did in 2024 and recommending 10 or more as well. The recommendations we all leave can help the SEO for each person highlighted during the contest and beyond. Have fun during the contest connecting and reconnecting with great people across Alignable.
1 Reply
Let's all remember what Paul L Odendahl taught us last year: vote for 10 or more. Let's also leave recommendations for all the ones we vote for, as well, to shine the spotlight brighter for awesome business leaders.
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Let's all remember what Paul L Odendahl taught us last year: vote for 10 or more. Let's also leave recommendations for all the ones we vote for, as well, to shine the spotlight brighter for awesome business leaders.
1 Reply
Wow, Chuck! That awesome update was chock-full of so much helpful information for the contest. As Chuck said, let's get to 6,000 local winners this year to spread the love for small businesses to more communities across North America. Also, Paul O's amazing goal of 500,000 total votes is...
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Wow, Chuck! That awesome update was chock-full of so much helpful information for the contest. As Chuck said, let's get to 6,000 local winners this year to spread the love for small businesses to more communities across North America. Also, Paul O's amazing goal of 500,000 total votes is achievable if we all vote for 10 or more deserving small business leaders. I also hope we can achieve 75,000 new recommendations to help magnify the great things small businesses are doing everywhere. 6,000 communities with local winners, 500,000 votes, and 75,000 recommendations. Let's do this for small business.
1 Reply
Reconnect Roulette sounds like a fun Alignable experiment to reconnect with contacts. One of the great things about networking is that you never know where a connection will lead and when your next golden goose referral partner will come from.
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Reconnect Roulette sounds like a fun Alignable experiment to reconnect with contacts. One of the great things about networking is that you never know where a connection will lead and when your next golden goose referral partner will come from.
1 Reply
Small businesses are the heart and soul of communities across the U.S. and Canada. The Local Business of the Year contest is a great way to honor these great leaders. Looking forward to reconnecting with friends and connecting with new people during this year's event!
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Small businesses are the heart and soul of communities across the U.S. and Canada. The Local Business of the Year contest is a great way to honor these great leaders. Looking forward to reconnecting with friends and connecting with new people during this year's event!
1 Reply
These are some great networking opportunities.
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These are some great networking opportunities.
1 Reply
This is a great story about Victor, Chuck. Always Be Connecting with the right people is so important when it comes to networking. Follow the ABCs.
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This is a great story about Victor, Chuck. Always Be Connecting with the right people is so important when it comes to networking. Follow the ABCs.
