You schedule an introductory call with us so we can decide whether we are a fit for each other.
We have a Discovery meeting where we discuss your most cherished goals.
We formulate your personal GPS - the North Star for any financial move you make.
The GPS becomes the blueprint for your financial plan. From the financial plan, we propose a strategy, and then and only then do we create a portfolio to fuel your plan.
Ready for a retirement Strategy Built for you?
The conventional path isn't for you. You're looking for something deliberately different – a strategy that matches your discipline and conviction. Let's have a straight conversation about your retirement vision and how our equity-focused approach might help you get there.
Get Started With a Discovery Call
CONTACT
858 Washington St. Suite 100 Dedham, MA 02026
invest@beckbode.com
(617) 209–2224
(617) 249–0298
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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.