Allen D. Beckner

A recognized professional with more than 36 years of experience in banking, insurance and securities, Allen D. Beckner utilizes his knowledge, skills and abilities as a Certified Financial Planner(R), Chartered Financial Consultant(R), Chartered Life Underwriter (R), Chartered Advisor for Senior Living (R), Registered Health Underwriter(R) and Registered Employee Benefits Consultant (R) to provide consultation, education, guidance and assistance to clients for the goal of accumulating and managing personal wealth and distributing it in the most tax efficient manner.

Allen is a Certified Financial Planner with the Certified Financial Planning Board of Standards, Inc. He advises individuals, employers, civic and charitable organizations regarding technical financial and regulatory matters relating to retirement planning, life and health insurance benefits as well as disability and long term care plans, principles of investments, risk analysis and return computations. He analyzes options and provides suitable alternatives from a wide range of securities to include diversified mutual funds, ETFs, professionally managed accounts, fixed and variable annuities, alternative investments, individual equities and fixed income investments. In addition, he provides estate, college, business, tax and retirement planning.

Allen Specializes in the Areas:

*Tax Planning - Estate Planning Risk Management

*Budgeting and Liability Management

*Education Funding

*Investment Planning

*Employee and Executive Benefits

*Retirement Income Planning and Distributions

*Long Term Care Planning

*Social Security and Medicare Planning

Working in collaborative relationships with Certified Public Accountants(R), Estate, Tax, Divorce, and Elder Law Attorneys, retail Business and Mortgage Bankers*, Allen analyzes and provides comprehensive financial planning to clients in all stages of life.

In addition to being a Board Certified Financial Planner CFP(R), Allen's other professional achievements include a Bachelor's degree from George Mason University and multiple professional designations from The American College. Along with his Life and Health and Variable Life and Annuity Licenses in multiple States, Allen holds the FINRA Series 6, 7, 63, 65, and 24 Securities Licenses and has also completed the Series 26 and SIE Examinations.

Allen has a distinguished career in both the York Rite and Scottish Rite Bodies of Freemasonry. Allen received Honors from the Supreme Council of the Southern Jurisdiction, USA. He received the Honor of Inspector General Honorary of the 33rd Degree. Also, Allen served as the President of the 99th Annual Scottish Rite Conference of Virginia. Allen is a Life Member in Perpetuity of the Alexandria Scottish Rite Valley, the Martinsburg Scottish Rite Valley, Elmer Timberman Masonic Lodge #54 and the Civil War Research Lodge #1865. Allen also is a member of the Shenandoah Scottish Rite Club, Shenandoah #17 Royal Arch Chapter and Luray Commandery #19 of the Knights Templar of Virginia. Allen is actively involved and supports many Masonic Charities which also includes Shriners Hospital for Children.

*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, mortgage or trust services.  These entities and their services are not affiliated with LPL Financial and [DBA Name].