Financial Planning Services
Beckham Financial offers in-depth and conflict-free investment, retirement, business, tax, estate, and insurance planning. The mission of Beckham Financial is to give clients clarity and confidence in their financial plans through expertise and excellent customer service.
Clients Typically Need Help With:
Getting organized and staying accountable
Navigating an upcoming transition (retirement, sale or startup of business, recent financial windfall, divorce)
Prioritizing financial and lifestyle goals
Constructing an appropriate investment portfolio to meet their goals
Reducing overall tax burden
Ensuring a comfortable or early retirement
Designing a strategy for executive compensation and stock options
Implementing a sustainable withdrawal strategy in retirement
Optimizing Social Security and other retirement income
Planning for their children’s or grandchildren’s education
Family legacy planning
Establishing a charitable giving plan
Having a “quarterback” who communicates with their tax professionals, estate attorneys, insurance agents, and realtors to ensure everyone is on the same page