John H. Becker is an independent financial advisory firm offering consulting, planning, and customized solutions. They help clients define their financial goals and objectives, providing analysis and recommendations to achieve them. Services include financial statement preparation, cash flow analysis, portfolio analysis, tax planning, risk management, retirement planning, education planning, and estate planning. Plans are updated quarterly after client consultation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
John H. Becker does not manage investments directly. The firm provides advice on portfolio design, investment strategy, and implementation, but clients maintain control of their accounts. The quarterly retainer fee covers consultation time and plan adjustments.
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