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About Us

Our Company

Becker Financial Group is a full service financial planning and investment advisory firm specializing in total asset management. Areas covered include but are not limited to investment planning, retirement planning, estate planning, education planning, and insurance planning.

Our Philosophy

At Becker Financial Group, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to pursue those goals. As your financial Advisor, we will do everything in our power to keep you focused on where you want to go, advise how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Process

Before we make the investment recommendations, we first need to fully understand your needs and goals. We believe that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity.

We will not recommend any course of action or any type of financial product until we are fully aware of the client's goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term strategy.