Meet Your Retirement Navigator
No matter where you are on your financial journey, we can help guide you through the choppy waters of economic uncertainty toward your ideal financial future.
Experienced. Dedicated. Focused.
Your needs and goals guide everything we do.
Beck Hammontree
Founder | Financial Professional
After serving in the military for eight years, I returned to my academic roots
in financial planning. My dad brought me up in the financial services industry,
and those experiences taught me firsthand the importance of a well-thought-out
retirement plan.
My skills and background as a navigator for search and rescue missions in the U.S.
Coast Guard translated well to the practice of retirement planning. Today, instead of
navigating a 100-foot boat through a storm to a vessel in distress, I provide turn-by-turn
directions for those seeking to simplify retirement.