JB Beckett has been an advisor for 25 years and leads Beckett Financial Group, a specialized financial firm that helps individuals and businesses in the Retirement Red Zone, build Tax-smart Retirement Income Blueprints allowing them the freedom to overcome their concerns about inflation, market volatility, and taxes to retire sooner.
JB, an Independent Fiduciary Advisor, has been featured in Kiplinger, U.S. News & World Report, Fortune, Watch Market and Forbes. JB has received multiple awards including being named the 2024 & 2023 North American Business Person of the Year by Alignable. He is passionate about serving others through The South Carolina Philharmonic, The Greater CWC and Irmo Chambers of Commerce, and Celebrate Freedom Foundation.
JB’s compassion for helping people with their financial puzzles stems from his father, an Investment Specialist, who passed away when JB was eight years old. His “why” for being an advisor is to give back to help other families and businesses weather emotional and financial storms because many years ago there was a great financial advisor who was there to help in his family’s time of need.
JB and his wife of 12 years have two boys who love to race him down waterslides when on vacation.
JB Beckett & staff family military background:
JB Serves on the following boards:
Our office regularly supports the following Non-Profit Organizations:
JB & Brandon have been featured in the following publications:
JB & the office have won the following awards:
Click The Buttons Below To Read My Reviews!
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Beckett Financial Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The 2023 North American Business person of the Year was given on February 28,2023 by Alignable. Receipt of such is based upon votes received covering the period from February 2023 through January 2024. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
1097 Reviews
Awesome team of professionals. JB did a great job pinpointing exactly the coverages that were suited to me in my business. He also took the time to shop the market and find me the best deal. Many thanks from a small business owner. ~ Wright B ~
Your request has been submitted successfully.
