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Beckett Collective, LLC

Integrative financial planning and investment management for high-performance professionals.

We get it. You’re busy. Busy at work, with family, and enjoying life. Sometimes, you’re laboring over a speed bump. You want clarity. You want a team to support you and make your foundation stronger. A team that understands the big picture and still pays attention to little details. A team that can put your unique puzzle together. A team that cares. That’s where we can help!

We address your immediate concerns and, together, we build a long-term plan for your future. We help you implement; and we’re here to monitor for adjustments and provide guidance as your life evolves.

Here are a few areas people seek our advice:

  • Life related
    • Marriage / Divorce
    • Real estate
    • Retirement
    • College
  • Work related
    • ISO, RSU, NSO, ESPP
    • HSA, 401k, Roth
    • Profit Share and pension plans
  • Purely money
    • Tax planning
    • Invest traditional markets and/or crypto
As a successful professional, you understand the power of collaboration. You value the experience and expertise of specialists. You recognize that personalized advice gets you to your goals, faster. Importantly, you prize the ability to enjoy more of life. Sound like a match? Give us a call, email, or text. Let’s do this together!

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Theresa Morrison, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

PO Box 66081 Tucson, AZ 85728-6081 Phone: (443) 254-3620

Primary Office

PO Box 66081 Tucson, AZ 85728-6081 Phone: (443) 254-3620