FINANCIAL PLANNING

Financial Planning

If you want different results, try taking a different approach. With Best Investing & Tax, you get a financial advisor that will look at options to reach your complete financial goals. Becky Best will work with you and focus on two of the most critical parts of gaining a safe and secure financial future: tax planning and insurance planning. We will create plans based on your current values, including morals, ethics, and beliefs.


The key to building a safe and secure financial future starts with understanding what is most important to you. We work with you and create a plan that helps you reach your financial end goals. Working as a team is imperative.

Personalized Financial Planning in Battle Creek, MI and Surrounding Areas

Becky Best will work with you to explore the what and why of what you owe, what you own, and what your goals for the future are. Understanding this helps us focus on the most critical aspects of your finances and provides us the information we need to address the areas of your financial life:


  1. Present financial position: will help us understand what you own and owe, so we can find opportunities to improve upon.
  2. Tax planning: will help minimize taxes and prepare you for both before and after retirement in the most efficient way.
  3. Investment planning: will help you make sound investments and decisions based on your personal goals.
  4. Retirement planning: will help you gain multiple sources of income, so you don't outlive your money.
Business Women Reviewing Data — Battle Creek, MI — Best Investing & Tax
Share by: