My Mission
Jeb Beckley's mission is to help his clients attain financial security for their families and businesses.
Because you cannot predict the future, he will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.
Also, life never stands still. It evolves, changes direction, and leads to new possibilities. This means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.
Working together, Jeb can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn.Throughout your lifetime, Jeb helps you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.
Keeping pace with life's changes is important. Let Jeb and his team help you achieve a secure financial future.
Domestic Partnership Issues
If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses.
Jeb understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, Jeb can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.
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