Our People

Texas Retirement Planners Richard Becker, AIF

Richard Becker began his career in the financial services industry in 1995.  He started his own firm a few years ago to focus on helping people prepare financially for retirement.  Over the years he has helped 1000s of educators, families, and small business owners throughout Southeast Texas. His main office is in LaCenterra in Katy, but he also works in Beaumont with Lamar University.

Richard worked with the Japanese government during the Bush and Clinton administrations. He has consulted with the family businesses of Al Gore and George Bush.  He led hundreds of business initiatives for the likes of Burger King, Culligan Water, and the National Lab in Los Alamos, NM. 

Richard’s goal is to help clients reach their financial potential.  Each consultation begins with a discussion about the client’s needs so he can help build a retirement plan suited to their situation.  Clients in managed programs can expect that their accounts will be regularly monitored and adjusted by product fund managers for changing market conditions.  With the heart of a teacher, he helps make sense of investments with straight-forward conversation and regular financial literacy communication.

Richard provides a variety of services including:

• Wealth Accumulation
• Investment Planning
• Retirement Planning
• Estate Planning
• Insurance Planning
• College Planning
• Annuities
• Brokerage Services
• Cash Management Accounts
• Mutual Funds
• Life Insurance
• Long-Term Care Insurance
• Business Analysis

Richard has passed several licensing and professional exams and is a registered agent through the Texas Department of Insurance.