Jeb Beckley, CLU®, ChFC®, RICP®

Wealth Management Advisor

My Mission

Helping people achieve financial independence through thoughtful and intentional planning and implementation.

-Jeb Beckley

Signature

Retirement: Getting to and through retirement

Many people are focused on saving a certain amount for retirement but don’t think about what they’re going to do with that money once they reach retirement—to make it last as long as they do. This video explains the different strategies needed for accumulation and distribution and why people need to know that there is a difference.


Financial Planning: The key to reaching your money goals

Think of financial planning like a roadmap — a guide that helps you meet financial goals and celebrate life’s milestones (like getting married or sending your kids to college) all with a sense of security. Whether you’re buying your first home or planning for retirement, here’s what a financial plan can do for you.


Investing: Find your balance with asset allocation.

When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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