David Beck Financial Services LLC is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, David Beck Financial Services LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration. Traditional financial planning asks you how much you will need to spend in retirement or will assume a certain percentage of your pre-retirement income.
If that estimate is wrong by only as much as 10%, you will receive bad advice for how much to save, how to invest the savings, and how much life insurance is needed. And when you think about it, why are you being asked to set the target anyway? Isn't this what you pay the advisor for? If you think about it, it's clear that the real need is to have a smooth living standard per family member through time.
If that estimate is wrong by only as much as 10%, you will receive bad advice for how much to save, how to invest the savings, and how much life insurance is needed. And when you think about it, why are you being asked to set the target anyway? Isn't this what you pay the advisor for? If you think about it, it's clear that the real need is to have a smooth living standard per family member through time.
Services
I am an Independent, Fee-Only Financial Planner specializing in advising clients on retirement. Other areas of my work include college financial planning, tax planning and tax return preparation. Compensation: I am a Fee-Only planner - all my compensation comes from clients in the form of fixed, flat or hourly fees.
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