Thank you for scheduling your appointment with Be Wealth.

Prior to the meeting, we ask that you think about the following three questions:

1. Are you confident you are on pace for the type of retirement you desire? Or, if you are retired, are you confident in your retirement plan?
2. Are you achieving all of your personal or bucket list goals?
3. Do you have an established legacy plan in place and do we have your beneficiary information?

In the event you would need to open a new account it is important we make you aware of the following disclosures:

Client Relationship Summary 

If you need to reschedule, please let us know as soon as possible. You can email us at info@bewealth.com, call or text us at 785-309-7007.

We are looking forward to talking with you. 

McPherson Office: