Beckett Financial Group

Your Trusted Financial Service Providers

General Information
Company Name
Beckett Financial Group
Founded Year
2003
Location (Offices)
West Columbia, United States +2
Founders / Decision Makers
Number of Employees
5
Industries
Financial Services, Insurance, Life insurance +1
Funding Stage
-
Social Media

Beckett Financial Group - Company Profile

Beckett Financial Group is a renowned Financial Services startup that excels in providing diverse financial services and income planning solutions. Established in 2003, the company has solidified its position as a trusted partner in retirement planning, individual and group life insurance, long term care insurance, group disability coverage, and college savings plans. They are affiliated with over 40 different financial companies and carriers, allowing them the freedom to tailor individual plans to each client’s specific needs & objectives. Operating under the slogan "Your Trusted Financial Service Providers," Beckett Financial Group is committed to being by their clients' sides during life's major transitions. Their investment advisory services, offered through Brookstone Wealth Advisors, LLC (BWA), are focused on delivering personalized financial strategies. The company's independent stance creates flexibility in catering to personalized financial needs. As a part of their commitment to transparency, it's important to note that the insurance products and services are offered and sold through individually licensed and appointed agents and are not offered through BWA. Moreover, the content of their website serves informational purposes and does not act as a solicitation or recommendation of any investment strategy. It's important to take into account that investments and/or investment strategies involve risk, including the potential loss of principal. The startup predominantly operates in the United States and offers fixed insurance products that cater to individuals seeking safe and secure products with guaranteed income streams. It's worth mentioning that index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. It's essential to highlight that the guarantees are backed by the financial strength and claims paying ability of the issuer. In conclusion, Beckett Financial Group has positioned itself as a leading entity in the realm of financial services through its personalized and diversified offerings, accompanied by an expansive network of affiliated financial companies and carriers.

Taxonomy: retirement planning, life insurance, long term care insurance, disability coverage, college savings plans, investment advisory services, insurance products, guaranteed income streams, annuities, retirement income planning, medicare, long-term care, investment strategies

Funding Rounds & Investors of Beckett Financial Group (0)

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