Andrew Beckwith - Financial Advisor at Elevate Financial Group

Andrew Beckwith - Financial Advisor at Elevate Financial Group My team and I assist families and businesses with their short and long-term financial goals.

We help people reach their financial goals through investment and insurance work. These goals may include retirement planning, education planning, and protecting what matters most to you and your loved ones. Elevate Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
06/10/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/08/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/05/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/03/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
06/01/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

When you choose to take Social Security might impact your retirement income. Find out how.
05/29/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
05/27/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/25/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Extended care refers to services needed by those who have a chronic illness or disability.
05/22/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

What actually happens when the U.S. government shuts down?
05/20/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Address

2279 Wi******er Avenue
Martinsburg, WV
25405

Telephone

+13043015869

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