Welcome to James Beck Wealth Management!
James E. Beck has over 30 years' of experience in the financial services industry and enjoys helping individuals and families plan for all their financial needs.
James has been married for over 26 years to his wife Cecilia. They have four children, Victoria, Alexandra, Cristina and Carlos. Victoria and Medardo have one son, Mateo, and another one on the way! James enjoys spending time with the family and his grandson!
I hope you take advantage of all the resources on my website. I frequently update the information, so please feel free to add me to your list of "favorites" in your internet browser and visit often.
May God bless you and your family today and every day!
James E. Beck
President
James Beck Wealth Management
Newsletters
-
Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
-
Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
-
A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?