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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    Financial Planning for Families: How to Prepare for Children

    From buying the safest car seats to planning for college, you want to provide the best of everything for your children. But, have you also considered making a plan to provide them with a successful future? Here are a few important tools to help you get there.

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    Retirement Planning on the Back of a Napkin

    You know how some people are always looking for the next diet fad? Keto versus Macro versus South...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...
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