When it comes to your retirement, do you know you’re going to be okay?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Becker Retirement Group, we truly believe that retirement can be the best time of your life! Our team of professionals can help you create a customized and easy-to-understand retirement plan, using a variety of investment and insurance tools and services, in addition to tax planning, to help you address your unique financial needs and future dreams.

Best Life Retirement Plan Process

A clear plan for making retirement some of the best years of your life.

 

As an independent retirement planning company, we apply simple and sound strategies to help you preserve your life savings. It’s our goal to help you identify your values and make financial decisions that make sense for you. Our knowledgeable team provides hands-on, focused care, and we are committed to building long-term relationships built on transparency, confidentiality and trust.

We have served the retirement community for more than 20 years, and we live for that “Ah ha!” moment when our clients see their plan for the future begin to come together. As our client, your plan encompasses all aspects of your financial life, including retirement assets, expenses, inflation and potential life events, such as a health care crisis or the death of a spouse.

Our firm focuses heavily on working with women, understanding their unique needs and helping them answer that deep and overarching question: “Am I going to be okay?” Ultimately, our team wants to help every client feel confident that they can meet the challenges retirement might bring.

 

We build comprehensive plans built on three foundational pillars, that go in this specific order:

  • 1

    Preservation of Assets

    Helping you protect what you’ve worked your entire life to accumulate

  • 2

    Lifetime Income

    Bridging the income gap in a tax-efficient manner and providing income that lasts throughout your retirement

  • 3

    Growth

    Helping protect against inflation and longevity by growing your available funds without jeopardizing your lifetime income or assets

We offer services in these three areas:

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of our products and services, schedule a visit today or register to attend an event.

Or give us a call at 425.822.8282