Do You Have Questions?
Do you seek practical and actionable financial guidance?
Do you seek unbiased investment strategy guidance?
Are you put off by overpriced services from traditional financial advisors?
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.
What are clients saying?
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.