617.209.2224

CLIENT PORTAL

ADVISORS

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    How CrossFitters Can Build Financial Strength: Discipline, Coaching, and Long-Term Success

    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...

    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...

    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...