01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. Learn More.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Learn More.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Learn More.

We manage assets for individuals and families, providing investment management, and financial planning services.

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Our Principals

Patrick W. Suffern CPA, CLU

Principal and Shareholder

Patrick W. Suffern, CPA, CLU is a Principal and Shareholder of Becker Suffern McLanahan. Pat received a B.S. in Accounting from Louisiana State University in 1981. From 1982 to 1991, he practiced in the Tax Department of KPMG Peat Marwick in New Orleans where his primary responsibilities included Employee Benefits Consulting, Estates, Trusts and Personal Financial Planning.

Brian P. Becker AIF®, CLU

Principal and Shareholder

Brian P. Becker AIF® is a Principal and Shareholder of Becker Suffern McLanahan. His current responsibilities include Marketing and Director of Executive and Corporate Benefits. Brian is a qualifying member of the Million Dollar Round Table and Northshore Estate Planning Council. Brian received his MBA from the University of New Orleans in 1991 and his B.S. in Economics/Finance from Southern Methodist University in 1989. From 1991 through 1996, he was an Assistant Vice President in the Commercial Lending Group at First National Bank of Commerce.

Timothy McLanahan CLU, ChFC, AEP

Principal and Shareholder

Timothy McLanahan, CLU, ChFC, AEP is a Principal and Shareholder of Becker Suffern McLanahan. Tim has studied extensively in the general field of Estate Planning obtaining his Chartered Life Underwriter degree and Chartered Financial Consultant degree. Additionally, he has been designated as an Accredited Estate Planner.

Tim is a graduate of Tulane University receiving his Bachelors of Science degree in Management. He currently serves on the Archdiocese of New Orleans School System Financial Advisory Board, Girl Scouts of Southeast Louisiana Finance Committee, and the Academy of the Sacred Heart Finance Committee.

Our Services

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Executive Benefits

Executive benefits enable you to selectively reward key employees and executives of your business. These benefits help you to attract the key executives who will contribute to your company’s growth and profitability. A well-designed executive benefits program provides incentives that help retain...

Blogs

Becker Suffern McLanahan, Ltd. |
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether another insurance carrier could provide better service or save us some money. But there are several reasons why shopping for another auto insurance policy can make sense. Here are just a few: You’ll get a better idea of what the premiums should be. If you’ve been with an insurance company for many years, you...
Becker Suffern McLanahan, Ltd. |
Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful. If you’re not familiar with reverse mortgages, they fall into the home equity loan category and are designed exclusively for homeowners ages 62 or older. With a reverse mortgage, payments are made to...