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Zachary William Beckerley, CFP®

The Botsford Group

2611 Internet Blvd
Suite 110
Frisco, TX 75034
Phone: (214) 423-4200
Fax: (214) 423-4211

Toll-free: (866) 980-3336

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.