Take Control of
Your Financial Future

Do You Have Questions?

Do you seek practical and actionable financial guidance?

I create a financial roadmap with you, plan your retirement strategy, and provide understandable answers for any personal finance questions you have.

Do you seek unbiased investment strategy guidance?

I do not receive direct or indirect compensation from third parties, do not take custody of client funds, and minimize all investment fees.

Are you put off by overpriced services from traditional financial advisors?

You’re not alone. Expensive and complicated advice may be what they offer, but I provide understandable financial planning on a fixed-price basis.

Financial Planning

I provide understandable and unbiased financial planning services. We’ll take a wholistic approach to your personal finances.

My services include:

  • Retirement Readiness – create a comprehensive evaluation and roadmap for your retirement planning.
  • Investment Strategy – determine your optimal risk tolerance and asset allocation, select appropriate investments, and minimize investment expenses and taxes.
  • Financial Resiliency – develop spending, saving, and budgeting skills to meet your short- and long-term financial goals.

CONTACT ME

What are clients saying?

About Me

Hello, I’m Jimmy Becker. I began my career on Wall Street as an options arbitrageur and understand the financial services industry from the inside out. People are befuddled and bamboozled by the complex, unnecessary, and overpriced offerings from the financial services industry that charges too much money for too little value.

My mission is to level the playing field between Wall Street firms and Main Street clients by offering unbiased, understandable, and affordable financial planning services. I earned an Economics degree from Brown University and an MBA from the Yale School of Management.

Questions?  Get in touch