The Beccari & Werdel Wealth Management Group

This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.

No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.

With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.

What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options.

Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.

Keep an eye on the future with financial advice, focused on you.

We can help you use the time-tested strategies of portfolio diversification and asset allocation to help mitigate risk.

Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities

Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.

The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.

As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact me to learn how financial wellness completes your package. #financialwellnessbenefits

Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.

Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.