David Beck Financial Services

At David Beck Financial Services LLC, we are dedicated to helping individuals and families achieve their financial goals and live comfortably in retirement. As a Registered Investment Advisor Firm in the State of Oregon, we take a unique approach to financial planning by focusing on "consumption smoothing" to optimize our clients' living standards throughout their lives.

Our Services

We offer a range of services designed to help individuals and families achieve their financial goals. Our services include:

• Retirement Planning: We help our clients create a smooth transition from working to retirement, with a focus on maintaining a consistent living standard throughout their lives.
• College Financial Planning: We provide guidance on how to estimate the "out-of-pocket" cost of higher education and develop a plan to pay for it.
• Tax Planning and Return Preparation: We help our clients navigate the new tax law and optimize their refund or minimize their tax liability.
• Comprehensive Financial Planning: Our team of experts will work with you to create a comprehensive financial plan that takes into account your unique financial goals, risks, and concerns.

Our Approach

At David Beck Financial Services LLC, we believe that traditional financial planning approaches often focus on the wrong questions. Instead of asking how much income you need in retirement or assuming a certain percentage of your pre-retirement income, we focus on the real question: How much should you be saving? We use our proprietary "consumption smoothing" method to mathematically derive how much you can spend each year while maintaining a consistent living standard throughout your life.

Our Expertise

Our founder, David Beck, is a CERTIFIED FINANCIAL PLANNER professional and an Oregon-licensed tax consultant with extensive experience in the financial industry. He has a proven track record of helping individuals and families achieve their financial goals and live comfortably in retirement.

Why Choose Us?

We are committed to putting our clients' best interests first. As a fee-only advisor, we do not receive commissions or bonuses from financial service providers, ensuring that our advice is unbiased and in your best interest. Our flat fee or hourly fee structure allows us to work with clients who value our expertise and dedication to their success.

Get Started Today

If you're looking for a trusted financial advisor to guide you towards a more secure financial future, contact us today to schedule a consultation. We look forward to working with you.