Your financial future shouldn’t
be left to chance.
- You aren’t sure how to grow your money for the long-term
- Life and market uncertainties leave you concerned
- After years of hard work, you wonder if you will have enough?
- Having financial blind spots can hinder your savings & growth
INSTEAD
You should feel confident
about your financial future.
As your Certified Financial Planner, together we will create a clear map to guide
you on how to grow your money and protect it for the long-term.
Make smarter decisions
Investing can seem complicated, but it doesn’t have to be. We give you a customized, step-by-step investment plan to grow and protect your money.
Plan with confidence
Peace of mind about your financial future. Your financial future shouldn’t be left to chance
Build wealth that lasts
You’ve saved and invested with a big vision for the future. We’re here to help you make your wealth last through your retirement years and help you leave a legacy for your loved ones.
I thoroughly enjoy all the interactions I've had with Joseph Becker. He's thoughtful, well researched and most importantly conscientious. It's a delight to work with him in these kinds of situations and in making decisions.
– Andy F.
Over 100
families served
in Smith Falls
Over 40 years
of combined
experience
Helping you plan for the most
important moments of life
Retirement Planning
How much is enough for retirement? Our financial planning is designed to show you how to make smart decisions with your hard-earned money.
Pension Transfer
When your changing jobs, what’s the best strategy for your family to maximize and grow the pension that you’ve built up all these years?
Estate Planning
Personalized estate planning made simple. Leave a legacy you want for your loved ones.
Tax Planning
Lower your taxes and increase your wealth. We help you uncover powerful opportunities to lower your taxes while increasing your assets to grow your wealth
The Becker Hillier
Wealth 3-Step Plan.
01 Meet with us
No cost, no obligation process where we look at your current situation, analyze your investments and develop a comprehensive financial plan that works for your lifestyle and goals.Meet with us02 Plan
We help you structure your investments according to your goals so that you can make your money grow with confidence.Meet with us03 Grow
As life changes, so do your goals. To make sure your plan remains in line with your goals, we’ll meet regularly to review your progress and ensure your plan continues to fit your objectives.Meet with us01 Meet
02 Plan
03 Grow
01 Meet
01 Meet with us
No cost, no obligation process where we look at your current situation, analyze your investments and develop a comprehensive financial plan that works for your lifestyle and goals.Meet with us02 Plan
02 Plan
We help you structure your investments according to your goals so that you can make your money grow with confidence.Meet with us03 Grow
03 Grow
As life changes, so do your goals. To make sure your plan remains in line with your goals, we’ll meet regularly to review your progress and ensure your plan continues to fit your objectives.Meet with usWhat's your top financial goal?
Young & Singles Families
I’d like to get started investing when I’m young. Where do I start? (20’s and 30’s)
Mid-career Families
Life just got a whole lot more complicated. How do I cope? (40’s)
Your Acceleration Years
I’ve got this; things are on autopilot. But how do I make sure I stay on track? (50’s)Nearing Retirement
Retirement is sneaking up on me. Am I really prepared? (60’s)
Already Retired
Retirement is unpredictable. How can I ensure a sustainable plan? (65 and up)Business Owners
My work is my life. How is financial planning different for me?
Young Singles & Families
I’d like to get started investing when I’m young. Where do I start? (20’s and 30’s)
Your Acceleration Years
I’ve got this; things are on autopilot. But how do I make sure I stay on track? (50’s)
Already Retired
Retirement is unpredictable. How can I ensure a sustainable plan? (65 and up)
Investment Calculator Tools
Planning for retirement? Selling your house? Switching your career? You came to the right place. Check out our tools and calculators and start crushing your goals—whatever they might be.
