FAQ
At Becker Wealth Management, we understand that planning for retirement and managing your wealth can feel complex. Here are answers to some common questions our clients ask.
What is a Discovery Visit, and why should I schedule one?
A Discovery Visit is a complimentary, no-obligation meeting where we review your current financial situation and retirement goals. It’s designed to provide clarity, identify potential gaps, and discuss strategies to strengthen your financial future.
What does it mean that Becker Wealth Management is a fiduciary?
Being a fiduciary means we are legally and ethically obligated to act in your best interest at all times. Our recommendations are unbiased, focused solely on helping you achieve your financial goals.
When should I start planning for retirement?
It’s never too early to start planning, but ideally, you should begin as soon as possible. Early planning allows more time for investments to grow, helps manage risk, and ensures a more secure and comfortable retirement.
How do you create a retirement plan tailored to me?
We take a holistic approach, analyzing your current finances, future goals, lifestyle expectations, risk tolerance, and family considerations. From there, we craft a personalized plan that aligns with your unique objectives and timeline.
How often should I review my financial plan?
We recommend reviewing your plan at least annually, or whenever there’s a significant life change such as retirement, a job change, inheritance, or major expenses. Regular reviews ensure your plan stays aligned with your goals.
Do you provide guidance for healthcare and long-term care planning?
Absolutely. Retirement planning isn’t just about finances—it’s about health and lifestyle too. We help you plan for healthcare costs, long-term care insurance, and other considerations to protect your assets and ensure peace of mind.
How do I get started with Becker Wealth Management?
Getting started is simple: schedule your complimentary Discovery Visit. During this session, we’ll discuss your goals, review your current financial situation, and outline actionable steps to help you achieve a confident retirement.