617.209.2224

CLIENT PORTAL

ADVISORS

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    Financial Advisors vs. Self-Management: What’s Right for the CrossFit Athlete?

    As a CrossFit athlete, you’re no stranger to tough decisions: which WOD to tackle first, how to scale that heavy back squat, or when to push through muscle fatigue. But there’s another choice lurking off the gym floor that can have a huge impact on your long-term success: Do you manage your own investments, or do you bring a financial advisor onto your team?

    How to Build a Freedom Fund with the 3-Bucket Method

    “When your income is as unpredictable as your game-day performance, how do you build the savings...

    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...

    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...

    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...