Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
I partner with clients to understand their personal goals and use customized processes to build personalized strategies to help achieve those goals. My mission is to help clients build and maintain their financial security.
I joined Edward Jones as a financial advisor in 2015. Previously, I worked as a financial analyst for Johnson Controls, a program manager for Prince Corporation and a medical practice manager.
I attended Purdue University and graduated with a bachelor's degree in industrial management. I have also received the Accredited Asset Management Specialist™ professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Amy, and I have lived in Hastings since 1997 and have three sons. I am an active member of the community and am a member of the Rotary Club, Hastings Presbyterian Church, Algonquin Lake Community Association and Serenity Village. I have been a board member of Hastings Area School System and the Barry County YMCA.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
- Intergenerational Planning
- Portfolio Reviews
Phone NumberKevin S Beck at (269) 945-4702
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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