I offer financial planning services at a variety of guidance levels, as well as investment management, so you can make decisions based on your goals and affordability. There are no expectations to invest any money with me nor are there any hidden charges or fees.
Budgeting
At the core of everyone’s plan should be a basic budget. You need to know where your money is coming from and where your money is going to. I offer a free online budget tool to help get you started. Contact me and start today.
Retirement
Most everyone has a basic need to plan their retirement. We start by having a casual conversation about your goals and desires. Next, I will collect some essential information about your current financial situation and do an analysis. Finally, we will discuss the plan and I will give you specific recommendations on what you can do moving forward to maximize your goals. Retirement Packages start as low as $250. Contact me to get started today.
Children's Education
If you have children, saving for their education can be a major concern with rising tuition costs. We’ll take a look at both of these major goals together and figure out the right balance. Combine an Educational Savings Package with a Retirement Package starting as low as $399. Contact me to get started today.
Investment Management
For those that don’t have the time, knowledge or desire to manage their own investments I offer an easy solution. Select from one of 3 portfolios that implements a low cost, ETF based strategy ranging from conservative to aggressive. We select all the investments, monitor them and make changes as appropriate on your behalf. Contact me for more information.
What do you need?
We can also design a package that meets your specific needs. Potential areas to address include:
- Budgeting
- Net Worth
- Retirement
- Children’s Education
- Investment Allocation
- Life Insurance Analysis
- Disability Insurance Analysis
- Long Term Care Analysis
- Employer Stock Options
- Estate Planning
- Major Purchase Planning
Please feel free to contact me regarding your unique situation.
Beckis Financial is not compensated by anyone but our clients. We don’t accept commissions and we don’t accept outside fees or kickbacks of any kind. Before you even sit with us we want you to feel comfortable knowing there is no other motive than to help you achieve your goals.
