Beckett Collective, LLC
Integrative financial planning and investment management for high-performance professionals.
We get it. You’re busy. Busy at work, with family, and enjoying life. Sometimes, you’re laboring over a speed bump. You want clarity. You want a team to support you and make your foundation stronger. A team that understands the big picture and still pays attention to little details. A team that can put your unique puzzle together. A team that cares. That’s where we can help!
We address your immediate concerns and, together, we build a long-term plan for your future. We help you implement; and we’re here to monitor for adjustments and provide guidance as your life evolves.
Here are a few areas people seek our advice:
- Life related
- Marriage / Divorce
- Real estate
- Work related
- ISO, RSU, NSO, ESPP
- HSA, 401k, Roth
- Profit Share and pension plans
- Purely money
- Tax planning
- Invest traditional markets and/or crypto