JB Beckett has been an advisor for over 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, Market Watch, USA Today and Forbes. JB has received multiple awards including being named the 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 have two boys who love to race him down waterslides when on vacation.
