Founded in 1992 as an independent financial planning firm, specializing in Retirement Management, and combining Tax-Planning with our expertise in Portfolio Management. Beck Capital Management is dedicated to your successful life and retirement plan.
We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from decades of experience, advanced training, and financial acumen. Our continual investment of time and resources in the best independent analysts’ information, professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Beck Capital Management is committed to acting in our clients’ best interest. Registered Investment Advisory firms are held to a “higher standard” than the typical Broker/Dealer. We represent the interests of our clients rather than sell to them. In and of itself, it does not make us better people, but it eliminates most or all of the usual conflicts of interest.
Frank Beck, RFC,CFA
Registered Financial Consultant, Chartered Financial Advisor
