My Services

Professional Areas of Practice:

  • Investment Services
  • Advisory Services
  • Financial Planning
  • Fees Planning Services
  • Estate Planning
  • Wealth Transfer Planning
  • Insurance Services
When selecting Advisory Services, this avenue offers an investor the flexibility to utilize a variety of investment vehicles to achieve their individual objectives.  At H. Beck, Inc., Advisory Services can be established for the minimum account size of $25,000.  The Advisory Fee can be a sliding scale based upon account size.
Going beyond just investing services, clients often desire an hourly fee basis to solve of meet certain other concerns.
This form of fee can be determined at the time of the requested services and is best accomplished through a mutually written agreement.
Samples of such Services:
  • Assistance with organization of files.
  • Filing of medical insurance claims.
  • Processing of account registration changes.
  • Help with various Financial calculations.
  • Preparation to pay their monthly obligations.
  • Groundwork leading to & for Funding of Trusts.
  • Personal Client Tax reviews.