Brian Becker serves as a Principal and Shareholder at Becker Suffern McLanahan, an innovative consulting and investment advisory firm. With an impressive professional background, Brian is affiliated with esteemed organizations like the Million Dollar Round Table (Top of the Table) and Northshore Estate Planning Council.
In this article, we will delve into Brian Becker’s background and offer an overview of his professional profile. Additionally, we will examine the Investment Adviser Public Disclosure (IAPD) report and other relevant details to provide a comprehensive understanding of Brian Becker within the context of Becker Suffern McLanahan.
Who is Brian Becker?
Brian P. Becker, CLU®, AIF®, CPFA™, serves as a Principal and Shareholder at Becker Suffern McLanahan. With an impressive professional background, Brian holds memberships in esteemed organizations like the Million Dollar Round Table (Top of the Table) and Northshore Estate Planning Council.
Additionally, he has contributed as a board member for The American College Cary M. Maguire Center for Ethics in Financial Services.
Prior to his current role, Brian held the position of Assistant Vice President in the Commercial Lending Group at First National Bank of Commerce from 1991 to 1996.
He earned his MBA from the University of New Orleans in 1991 and a Bachelor of Science in Economics/Finance from Southern Methodist University in 1989.
Brian’s current focus lies in retirement plans and retirement plan consulting, drawing on over 26 years of experience.
His dedication involves assisting plan sponsors in enhancing and maintaining successful retirement plans, ensuring positive outcomes and retirement readiness for participants.
Brian is committed to helping plan sponsors establish and uphold sound fiduciary practices, offering comprehensive advice on plan design, investments, education, and plan administration.
Brian Becker IAPD Report
The Investment Adviser Public Disclosure (IAPD) report for Brian Becker provides details on his employment history, professional qualifications, and any disciplinary actions.
Investors are strongly encouraged to use IAPD to research representatives before engaging in business with them.
It’s important to note that there is no disclosure reported against Brian Becker. This clean record enhances confidence in his professional standing, indicating an absence of any reported disciplinary actions or issues.
Overview of Becker Suffern McLanahan
Becker Suffern McLanahan, based in Mandeville, Louisiana, is an innovative consulting and investment advisory firm specializing in Wealth Management, Executive Benefits, and Employee Benefits.
Established in 1962, the firm currently serves over 130 retirement plans and numerous individuals, managing assets exceeding $1 billion and consistently expanding.
Utilizing advanced technology and consulting expertise, Becker Suffern McLanahan delivers a range of value-added professional services to clients.
With a collective industry experience of over 120 years among the principals, the firm offers support to both institutional and individual clients.
The team comprises specialists in benefit plan design and implementation, insurance planning, retirement planning, tax planning, estate planning, and wealth management.
Committed to growth, Becker Suffern McLanahan aims to expand its reach while maintaining a concierge-level service for each client.
Becker Suffern McLanahan Services
Becker Suffern McLanahan, based in Mandeville, Louisiana, is dedicated to managing assets for individuals and families, offering personalized investment management and financial planning services. Their core services include:
Financial Planning:
Becker Suffern McLanahan specializes in crafting comprehensive financial plans, and tailoring strategies to meet the distinct goals and circumstances of each client. Through meticulous analysis and strategic guidance, clients receive a roadmap for achieving their financial milestones.
Retirement Planning:
With a focus on ensuring a secure and fulfilling retirement, the firm provides expert guidance on personalized retirement planning strategies. Collaborating closely with clients, their team designs plans that address income needs and foster long-term financial security.
Investment Planning:
Leveraging their investment expertise, Becker Suffern McLanahan develops customized plans aligned with individual risk tolerance and financial objectives. Through a diversified approach, they aim to optimize investment portfolios for long-term growth and stability.
Estate Planning:
Recognizing the importance of preserving wealth and assets for future generations, the firm offers strategic estate planning services. Clients receive tailored solutions to navigate complexities, minimize tax implications, and ensure a seamless transfer of assets.
Executive Benefits:
Specializing in designing executive benefit plans to attract and retain top talent within organizations, Becker Suffern McLanahan provides benefits such as deferred compensation plans and supplemental executive retirement plans. These solutions are tailored to meet the unique needs of executives.
In each of these core services, Becker Suffern McLanahan combines industry expertise with a client-centric approach, aiming to provide individuals and families with the financial guidance and support needed to achieve their unique goals.
Unfortunately, they do not offer IRA services in which investors can hold physical precious metals such as gold, silver, and platinum in their retirement investment portfolio.
Why Are Investors Diversifying Their Portfolio?
Experts agree that the financial market is now even more fragile than pre-2008. Will your retirement portfolio weather the imminent financial crisis? Threats are many. Pick your poison..
The financial system would be in great peril if one or more big banks fail.
“When we get to a downturn, banks won’t have the cushion to absorb the losses. Without a cushion, we will have 2008 and 2009 again.”
Student debt, which has been on a steep rise for years, could figure greatly in the next credit downturn.
“There are parallels to 2008: There are massive amounts of unaffordable loans being made to people who can’t pay them”
The US national debt has spiked $1 trillion in less than 6 months!
“If we keep throwing gas on flames with deficit spending, I worry about how severe the next [economic] downturn is going to be–and whether we have enough bullets left [to fight it],”
Total household debt rose to an all-time high of $13.67 trillion at year-end 2019.
“Any type of secured lending backed by an asset that is overvalued should be a concern… that is what happened with housing.”
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Why you should invest in gold in 2024
Investing in gold can offer several advantages in 2024, particularly when it comes to retirement planning. One key benefit is that gold is often seen as a hedge against inflation.
Over time, gold has demonstrated the ability to retain its value and preserve spending power despite currency fluctuations. Given the current high inflation rates, experts suggest that increasing allocations to gold could be a wise move.
The Personal Consumer Expenditures (PCE) index, which measures Americans’ spending on goods and services, has been notably high, ranging from 6% to 7% in 2022—significantly above historical standards and the Federal Reserve’s target rate of 2%.
With expectations that the economy may not fully recover until 2025 or later, gold becomes an appealing investment option.
Diversification is another advantage of investing in gold. During economic downturns or recessions, the stock market and real estate assets may face challenges.
Gold, however, tends to be a reliable strategy for maintaining a diversified portfolio. This diversification helps reduce exposure to risky investments and minimizes the impact of potential losses.
Additionally, gold provides liquidity, a crucial factor during a recession. Liquidity refers to the ability to quickly sell assets for cash, which becomes essential in times of financial difficulty.
Gold stands out in this aspect, offering high liquidity compared to other assets like stocks, bonds, or real estate. Its ability to be easily converted into cash makes it a valuable investment during economic downturns.
The stability and value of gold, along with its liquidity, make it a compelling option for investors looking to navigate potential economic challenges in 2024 and beyond, especially in the context of retirement planning.
Conclusion
Brian Becker serves as a Principal and Shareholder at Becker Suffern McLanahan, an innovative consulting and investment advisory firm.
With over 26 years of experience, Brian specializes in retirement plans, aiding plan sponsors in developing and maintaining successful retirement plans.
He is dedicated to sound fiduciary practices, providing comprehensive advice on plan design, investments, education, and plan administration.
Becker Suffern McLanahan, founded in 1962, manages assets for over 130 retirement plans and numerous individuals, exceeding $1 billion in assets under management.
The firm, with a focus on wealth management, executive benefits, and employee benefits, employs advanced technology and expertise to offer value-added professional services.
Unfortunately, the firm doesn’t offer IRA services for physical precious metals. Diversifying portfolios is crucial due to the fragile financial market, and gold investment in 2024 is recommended for its hedge against inflation, stability, and liquidity.
Personally, I recommend you check out our best gold IRA companies list of 2023. Or, you can check out the top-rated gold investment company of your state below:
Find the best Gold IRA company in your state