Monday, 15 March 2010

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 Vision –

To be a thriving business committed to the following:
  • Promoting financial, intellectual, spiritual & human wealth accumulation
  • Upholding Biblical values in dealing with money
  • Standards that exceed the rest of society
  • Honoring the King of kings
  • Influential for the Kingdom
  • Networked with other professionals committed to the Kingdom
  • Giving the next generation a better foundation
We are committed to helping families to gain a vision. We are here to help them create, implement, evaluate and adjust the visions for their families.

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 –

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

 

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