Our Firm

EST Financial Group provides the financial planning services to help you acquire, preserve, and transfer assets to future generations. We specialize in retirement and estate planning, philanthropy solutions and small-business consulting, using a team approach. We believe that by building a team of experts we can provide stronger, more applicable solutions to the issues facing our clients. 

EST Financial Group was formed in 2001 to provide the financial expertise to meet all of our clients' financial needs. Since then, we have helped clients form businesses, designed complex estate solutions, set-up vehicles for philanthropic distributions, strategized to minimize tax incidences, counseled parents to establish safeguards to protect their children's assets and helped families reduce debt and build wealth.

If you would like to meet our planners, consider attending one of the free classes we teach. We also offer an initial complimentary meeting that provides you and our planners with an opportunity to ascertain if our investment philsophies are a good fit.

H. Beck and EST Financial Group are not affiliated.