CFP®

Certified Financial Planners®

30+

Years of combined experience

CRC®

Certified Retirement Counselors®

We Stay Focused on Market Trends, so You Don't Have To


Weekly Market Commentary

Our Professional Perspective

Inflation and the Market

Inflation and the Market

After restating its aggressive approach towards inflation, and rightly so, the
Fed will be increasing interest rates for the foreseeable future. While it never gets it exactly right, we are beginning to see slower consumer demand along with a strong job market, steady manufacturing levels and let’s not forget, strong corporate profits.
 
These are signs that the economy is potentially healthy enough to produce further gains tempered by the headwinds mentioned above.
 

- Alan

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

We believe that our client relationship is not just about the numbers. We strive for a personal relationship with our clients and their families and are always available to help them stay on track to work towards their financial finish line.


High Quality Service

Our firm is dedicated to providing individuals with high-quality financial services aligned with their financial needs and goals. Our independent advisors help clients articulate their goals and by communicating with transparency and respect. We create individualized financial plans for every client and take the time to educate them about their specific investments. Contact us today to learn more about how we can help you and your family pursue your financial goals.


Why we do what we do

Why we do what we do

Our independence and experience help us aim to provide recommendations and products that are best suited for our clients and their financial goals.

Who we can help

Who we can help

We offer a wide range of comprehensive services to best serve our clients. We believe in our client’s success and are not obligated to any proprietary products or services.

How we work

How we work

We get to know our clients on a deep, personal level because we want to understand what is important to them. We guide them along their financial journey every step of the way.

Tips and Resources

Social Security Benefits

Social Security Benefits

Social Security can represent 30% - 40% of your retirement income, yet most retirees do not understand their benefit options. We can help decipher the many Social Security options.

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B.E.L.I.E.V.E. Wealth Management

B.E.L.I.E.V.E. Wealth Management

Our B.E.L.I.E.V.E. process helps us build relationships, listen to your goals, inform you on your options, validate your investment choices, and execute your tailored plan.

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Weekly Market Commentary

Weekly Market Commentary

Always be in the loop with our Weekly Market Commentary that give a quick summary of the market performance each week.

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Alan Becker

Alan Becker, CRC

Vice President - Investments

Diane Stafutti

Diane Stafutti

Office / Operations Manager

Contact Us Today

In today’s challenging economic environment, it’s critical to have a financial strategy in place. We provide the guidance each client needs by creating personalized strategies and independent recommendations. We can help Contact us today for a commitment-free consultation.

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