Welcome to James Beck Wealth Management!
James E. Beck has over 33 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 27 years to his wife Cecilia. They have four children, Victoria, Alexandra, Cristina and Carlos. Victoria and Medardo have two sons, Mateo and Nicholas. James enjoys spending time with the family and his grandsons!
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
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?