617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    The Financial Playbook for Athletes Who Want to Win Long-Term

    Most people confuse financial planning with spreadsheets and fancy charts. But a real financial plan—the kind that actually makes a difference in your life—boils down to two simple, yet critical questions:

    Rent or Buy: Flexibility now or Equity Later?

    “Should I keep renting or finally buy a home when I’m competing for a living?” When you make your...

    WHY TAX PLANNING IS ESSENTIAL FOR ATHLETES in 2025

    “I’m juggling winnings and endorsement deals—how can I simplify my taxes without getting...

    From Podium to Portfolio: Why an LLC is Key to Long-Term Stability

    LLC Formation and Business Structures for Athletes Should I form an LLC for my endorsement deals...

    What’s the worst financial decision someone can make?

    The other day, I was driving north on Route 1 in Walpole, Massachusetts. Just as I passed the...

    Why the right financial plan already accounts for today's crisis

    Let me start with something you might be feeling but haven’t said out loud:

    Your Capital: “Get busy living, or get busy dying.”

    If you’ve ever felt fear, frustration, or regret during a market downturn—this message is for you....

    What If? Exploring Market Uncertainty through a simple question

    We find ourselves today at a rare moment of perfect uncertainty.

    Dance.

    I was scrolling through Instagram recently and came across a short video clip that stopped me cold....

    The Holy Grail of Misconceptions: Let’s Talk About Losing Money

    Allow me to set the stage. A few weeks ago, I found myself in what can only be described as...
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