Our Qualifications

Sally C. Beck, CPA is the President of Beck Financial Group, Inc.

After receiving a Bachelor's of Science in Accounting from the Culverhouse College of Commerce and Business Administration at the University of Alabama in 1982, Sally entered the accounting field and has worked for local and global firms such as Aurthur Anderson & Warren Averitt.

She attained her CPA certificate in 1985. In 1999 Sally began working for a local financial planner. After seeing the need to couple tax planning with financial planning, She began her own company.

In the fall of 2001, Sally opened her own CPA practice. Several years later, she coupled her CPA expertise with financial planning and opened the Beck Tax Advisory Group, Inc. now the Beck Financial Group. Sally continues to offer accounting services as well as financial planning and specializes in Retirement planning as an Ed Slott IRA Elite member.

In the Spring of 2012, Sally partnered with Bobby Hill to form Beck & Hill, LLC. Bobby is a 2000 graduate of McPherson College, with a B.S. Accounting and Business Management degree. In 2001, at UAB, he completed the 150-hour requirement to sit for the CPA exam. Bobby was the founder of B.A.H. Certified Public Accountants in 2005, after five years at a local CPA firm in Birmingham, AL. Bobby has expertise in HUD auditing and consulting, small business management including corporate and individual taxes. Bobby is a certified valuation analyst.

Sally has hand-crafted a team of qualified professionals to assist with every element of planning. Our team is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services that pertain to you personally. Because we are both an Accounting Practice and a Financial Planning Practice, we examine the gamut of your finances. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your personal financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck