Do You Have Questions?
Do you seek practical and actionable financial planning guidance?
Do you seek unbiased investment strategy guidance?
Are you put off by overpriced services from traditional financial advisors?
Financial Planning
I offer clear, unbiased, and wholistic financial planning services for whatever phase of life you’re in:
- Retirement Readiness – build a comprehensive financial roadmap for your retirement planning
- Building Your Nest Egg – maximize your long term net worth and address all your financial planning needs
- Overcoming Financial Stress – recover from debt and other financial setbacks by developing a sustainable spending and saving strategy
About Me
Hello, I’m Jimmy Becker. I began my career on Wall Street as an options trader 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 much money for little value.
I 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.
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