Hello, I'm Becky.

Have you ever found yourself thinking, “I wish they taught me this when I was in school,” when it comes to your personal finances? Well, here’s your chance.

My team and I guide and educate clients of all ages and income levels to achieve their financial goals. People often think we only focus on retirement planning, but we also help clients achieve other financial goals like buying a new home, starting a business, saving for a child’s education, job transitions… you name the financial goal, and we’re here to help.

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Read Becky’s Blog

Should I Roll My Employer Retirement Plan Into An Advisor-Managed IRA?

The answer to this question, like many others in the financial world, is “it depends.”  When you retire, one of the important decisions you’ll face is what to do with your employer-sponsored... read more

Weathering Market Volatility

The stock market is inherently volatile. It’s a natural part of the investment landscape, with periods of sharp rises and sudden declines. As an investor, navigating these fluctuations can fe... read more

The Importance of Diversification and Rebalancing Your Investments

I recently saw a quote in an article that said, “Diversification is about giving up on the ability to hit a grand slam, so you don’t strike out at the plate.” (Ben Carlson) and I liked it so ... read more

Understanding Mortgage Options: Fixed-Rate vs. ARM

When it comes to financing your dream home, choosing the right mortgage option can significantly impact your financial stability and future plans. Among the available options, fixed-rate mortgages ... read more

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