John Becker Email & Phone Number

WHAT I DO: I create financial strategies to help educate my clients on how they can best reach their short-term and long-term financial goals.WHAT MAKES ME UNIQUE: I am passionate about your future, I am devoted in becoming your personal guide to the financial world, and helping you become money savvy while we build the lifestyle you want and deserve.I will serve you on a personal basis, which is the foundation of my business. Alongside this, I will leverage the resources and experience that Lakeshore Financial Group offers in order to create a personalized financial roadmap for you. I work for each client as though they were a family member of mine. I desire to build a strong relationship with you based on trust and extraordinary client service.WHO I SERVE: I can partner with anyone, but I particularly focus on young professionals whoare:- Focused on their future (or want to be)- Planning for/have a family to protect- Looking to better their tax situation- Place value in and seek professional adviceSERVICES I PROVIDE:- Capital Accumulation- Retirement Planning Strategies- Personal Retirement Accounts (IRA's. SEP, Simple)- Financial Strategies- Insurance Strategies- Fixed Annuities- Personal Life Insurance- Estate Planning StrategiesMY WHY: I've always had a passion for helping and teaching people.I share this because while money isn't everything, it is tremendously important that your financial house is in order, and on solid foundation so that you may focus on the aspects of life that truly make you happy. My goal is to help people figure out what they need/want, why they need/want it, and what is the most efficient way to get them there.READY TO TALK?Connect with me here on LinkedIn and let's start with a quick conversation!John Becker is licensed to sell insurance in IL. An endorsement of this individual may not reflect others’ views or experience. TC127351(0622)P

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  University Of Illinois Urbana-Champaign

  Political Science