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What's Driving Your Financial Decisions – Strategy or Fear?

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Dissatisfied with the state of your investments and bold enough to try a different way?

You’re not here by coincidence. Chances are you are either dissatisfied with the current level of financial guidance you are receiving, or perhaps you always had a vision to do something different with your life.

 

Regardless of whether your vision of the future is crystal clear or still emerging, you’re unafraid of taking a different path to get there. That includes taking a different path to planning for and investing in your financial future. 

 

What will it take to get there? You’ll need to be bold, disciplined, and committed to the long term. You’ll need to be curious and discerning. You’ll need to surround yourself with people who see the world the same way as you do.

 

How do you live a long life - and live it well?

At Beck Bode, we welcome those who relentlessly pursue their vision the way we do. We don’t shy away from big goals - yours or ours. Family, health and holistic fitness are high on our list of priorities. What’s the point of saving money if you can’t live long enough and healthfully enough to enjoy it?

 

Perhaps you’re wondering, “How?” How does one plan for a long life? And how does one afford to live it well? The short answer is, “You’re better off not going it alone.” You may also benefit from reading the book that changed our lives, and that has the potential to change yours.

Our Services


At Beck Bode, our approach is simple. We’re committed to providing straightforward, transparent financial planning and investment management services that meet you where you are and guide you to where you want to be. Your goals drive everything. While a custom-developed ‘GPS’ becomes the North Star for our work, our Fee-Only model ensures that every decision is made with your best interests at heart — no hidden agendas, no commissions.

 

“Let's remember that financial success relies on solid research, a proven strategy, patience, and the humility to recognize we are human, and thus hardwired to stray from the path to our dreams."

Benjamin Beck, CFP®

Co-Managing Partner & Chief Investment Officer

STRONG VALUES, STRONG TEAMS

Strong cultures make for strong teams — and that’s what we have here at Beck Bode. It may not be a fit for everyone, but for those who feel the call of a different path, this may be just the right place.

Since our inception, we have grown both organically, and by merging with other like-minded groups of individuals. With offices in the Greater Boston area, New Hampshire, and Michigan, we serve a clientele from a diverse range of backgrounds. What connects us is our strong value system.

Take a moment to get to know us.

Financial Advisor Boston

 

Latest Episode

What Is An Investor To Do In Markets Like These?

 

 

Latest Episode

What Is An Investor To Do In Markets Like These?

 

WHAT ARE YOUR BIGGEST DREAMS WORTH?

If you've ever fantasized about what you would do if you won the lottery, here is a story you will never forget...This book changed our lives and it may just change yours, too. 

Fill out the form to receive a FREE physical copy of the spellbinding financial novel, Dancing with the Analysts by David A. Mallach. 

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Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.