What You Need to Know

Dollars & Sense

Rich-o-Meter


nheritance Builders is a financial advisory practice founded by Jeremy S. Becker in 2004. We enable our clients to achieve quality stewardship of His resources, as professionals who share a common worldview. We are committed to helping good people pass on a heritage of goodness. We do this in many ways, but the end result is stronger families with stronger balance sheets, who operate from a deeper level of faith as they see their purpose develop.

Our Mission –

Inheritance Builders is committed to helping our clients achieve quality stewardship of His resources, while encouraging the building of a multi-generational legacy of Spiritual dependence upon God.

Foundational Principles –

  • God is the owner; we’re His stewards
  • Be client-centered always
  • Operate from Reliability, Integrity, Consistency, & Honesty
  • Under-promise and over deliver
  • Lead a balanced life

 

Licenses Include:
Series 7 (Broker’s license)
Series 66 (Financial Advisor license)
Life, Health, Disability & Long Term Care Insurance in CA