Providing Personal Financial Planning and Education for over 35 years
We at Beck Financial Strategies believe every person should have the opportunity to fulfill their own personal purpose. We strive to create a path that is clear, sound and secure and is at all times progressing towards your life dream. Our promise is to be your partner all the way.
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 28,992.41 | -0.78% |
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