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 to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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