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

<span>Interest Rates, The Debt Ceiling, and Recession Fears - Oh My!</span>

Interest Rates, The Debt Ceiling, and Recession Fears - Oh My!

Despite the economic turmoil portrayed in the news, investors should focus on the facts rather than sensationalized headlines.

Currently, the S&P 500 is positive YTD, the Federal Reserve has indicated a pause in interest rate hikes, and inflation has eased. Additionally, there are no substantial patterns of bank insolvency, and the war in Ukraine has not triggered a World War 3.

Although the US economy may not reach new highs this month, it is stable overall.  Investors should approach headlines with skepticism and stick to their investment strategy, as change can often bring opportunities.


- Alan Becker

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. We 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 high-quality financial services aligned with our client's individual financial needs and goals. Our independent advisors help clients articulate their goals through transparent communication and respect. We create personalized 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 provide recommendations and products 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 for 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 know our clients on a 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

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

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

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

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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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Weekly Market Commentary

Weekly Market Commentary

Stay in the loop with our Weekly Market Commentary for a quick summary of market performance.

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Alan Becker

Alan Becker, CRC

Managing Partner

Diane Stafutti

Diane Stafutti

Office / Operations Manager

Ryan Becker

Ryan Becker

Financial Advisor

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. Contact us today for a commitment-free consultation.

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