Ally Becker, Cpa / Pfs Email & Phone Number

When making decisions related to money, people who seek advice from trusted professionals are better able to consider different options to align with their short- and long-term goals. I help people and small businesses by not only preparing tax returns but also providing personalized advice as part of a holistic and sustainable financial plan. I grew up surrounded by the Tax and Financial Planning industry. Growing up, I would help my father in his office by making copies of tax returns, and by the time I was 10 years old, I was reading the Wall Street Journal and helping prepare taxes. In college at Fordham University, my interest in taxes and investing was expanded as I was able to apply my in classroom learning to on the job experiences. My experiences after college in the corporate tax industry made me miss the good feeling from helping people attain financial independence. I now use these skills to help people navigate the complex financial world to pursue their goals. I first look at where you are today and then delve deeper into where you can go. We look at this from an income tax lens to make sure that you are making tax efficient decisions. It's important to plant the seeds of good financial decisions today to make sure you and your family are financially prepared in the future. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.comA.T.Becker & Associates, Inc. and the above firms are independent and non-affiliated.Tax services are not offered through, nor supervised by, the Lincoln Investment Companies.