JB Beckett has been an adviser for 24 years and is the founder of Beckett Financial Group, a specialized financial firm that helps individuals and businesses in the Retirement Red Zone build Tax-smart Retirement Income Blueprints allowing them the freedom to overcome their concerns about inflation, market volatility and taxes to retire sooner.
JB, an Independent Fiduciary Adviser, has been featured in Kiplinger, Forbes, CBS News, US News and World Report, MarketWatch, MSN, USA Today, Alignable, ALM Credit Union Times and Fortune. JB has received multiple awards, including being named the 2023 North American Business Person of the Year by Alignable. Beckett Financial Group has been awarded 2023 Best of Columbia by the Free Times and Lexington’s Best in 2023.
JB’s compassion for helping people with their financial puzzles stems from his father, an Investment Specialist, who passed away when JB was 8 years old. His why for being an adviser is to give back to help other families and businesses weather emotional and financial storms because many years ago there was a great financial adviser who was there to help in his family’s time of need.
JB currently serves as a Board Member for the South Carolina Philharmonic (2019 to present) and the CWC Chamber of Commerce (2023 to present) and is part of the board of advisers for the Celebrate Freedom Foundation (2020 to present). He is a member of numerous organizations supporting causes for families, retirees and small businesses.
JB and his wife have two boys who love to race him down watersides when on vacation.
Note: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. 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.
Phone: 803-939-4848 | Email: info@beckettfinancialgroup.com | Website: www.beckettfinancialgroup.com | Twitter: @BeckettFG
Facebook: www.facebook.com/beckettfinancial | LinkedIn: www.linkedin.com/company/beckett-financial-group
