About Our Firm

Here’s our story. We look forward to hearing yours.

Market conditions and increasing life spans have left many with uncomfortable decisions when it comes to retirement. For many, compromise has become a necessity in retirement, but it doesn’t have to be that way!

Our purpose is to be a clear and reliable voice in an industry that is filled with a lot of “noise.” We take “process” very seriously, because we have found that less than 10% of advisors even have a written “process.” There are many good people in this business who do what is right because it is right for their clients, but what we have also found without a written process it does not always get done the right way. For this reason, Beckworth Financial Group created our proprietary process, “Retirement with a Purpose.” This simple and transparent process helps to eliminate the “noise” and allows you to live out your retirement with confidence.

Our business philosophy is a simple one: We believe in treating clients like family. In fact, we like to say, “Welcome home, because at Beckworth Financial Group, we don’t treat you like family, you ARE family!”

The team at Beckworth Financial Group is here to help you ensure you receive all the assistance you need. Not only in developing your retirement strategy, but in the maintaining it throughout your retirement.

To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at thomas@beckworthfinancialgroup.com or call us at 253.286.2110 today!