Funding Families Through Their Future
You work hard to provide for yourself and your family. We help you maximize the benefits of your hard work, right now and for decades to come. Together, we get you on track to financial freedom and peace of mind funding your family through their future.
Bekki lives in Tucson, Arizona, with her husband of more than 24 years and their daughter. Being an investor herself, Bekki is enthusiastic about deepening the pockets of investors and regularly sponsors and coordinates investor workshops. She is known for caring as much about her clients’ money as they care about it themselves.
In her spare time, she is very active in charitable causes and regularly participates in efforts to give back to her community. She works with school officials to coordinate scholastic essay contests at the middle and high school level. Every year, the winning students and their families are awarded ongoing personal college coaching that continues throughout their college career.
Bekki is a Client-First Agent
I have known Bekki Harper for several years, through a mutual friend; now that she and I are friends, I’d like to share my thoughts.
Bekki is a hard-working, dedicated, client-first agent. I have watched her put hours and hours into client illustrations, college positioning, and retirement counsel that are unpaid, and often, unappreciated. She does this with a warmth and wit that is rarely found these days. I do some part-time work for Bekki, and was so impressed that I am now a client.
There is no high-pressure sales tactic, no cloyingly sweet lies told; just good old common sense information backed by numbers. THAT is the key to her charm, and hopefully, her success; due diligence combined with truth and grace.
I give out her name constantly; not because I have to, but because I WANT to. It thrills me to deal with someone whose integrity I do not have to question. Her faith, commitment to family, and support of friends and clients are unwavering and a testament to a life well lived. I am satisfied to call her my Advisor; I am proud to call her Friend.
A Gift For You!
FREE digital copy of The Secret to Lifetime Financial Security
How do you feel about your financial future?
Do you know whether you will have enough to retire, enough to pay for college, or enough to just live the life that you want to live? For so many people, thinking about their financial future can feel like sinking, drowning in a sea of if’s, maybe’s, and I-don’t-know’s.
No one deserves to feel that way.
We specialize in helping you get your head above water, in helping you rise above the sea of uncertainty, in helping you discover the peace of mind that comes from financial security. When you craft a living legacy, you aren’t just planning for the future - you are building a foundation for a new life, one in which you don’t just have enough for some day many years from now, but enough for today and every day thereafter.