Broker Check

Financial Advisement in Service To You

The Financial Planning Process

The Financial Planning Process

No matter your financial destination, we believe a comprehensive plan offers the greatest potential for getting there.  A personalized plan – one supported by  products that fit your investment profile – will enable us to identify your goals and take consistent action to work towards them. 

As we work through your priorities, we’ll keep in mind the four basic lifecycle phases of financial planning.



A saving and investing period that usually runs from your early working years until your late 40s.



A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.



The time when you begin your post-work life and live off your investment income. 



A time to pass down what you’ve learned and acquired to the next generation.

quotation graphic

“Be fearful when others are greedy, and greedy when others are fearful.”

Warren Buffett
CEO & Chairman of Berkshire Hathaway

Retirement Planning Services

Retirement Planning Services

Whatever your life stage, savings level, or goals you envision for the future, we offer retirement plans designed to pursue your needs and objectives. Together, we can build an investment plan to help you get where you want to go.

We believe retirement is a reward for a life well-lived. But reaching that milestone isn’t something that just happens, it takes long-term strategic planning and time. A well-structured financial plan is one that adapts with you, and is tailored to your objectives, long-term goals, time horizon, risk tolerance and most importantly — personal values.

At BE Wealth, we’ll target your specific goals for retirement, while addressing key needs such as cash flow, budgeting, net worth, and the impact of income taxes. 

By working together now, we can create a sound approach for living on your investment income and help you pursue the life you desire and deserve to have during your retirement years.

Services for Your Business

Services for Your Business

As a business owner, you don’t just serve your customers, you also serve your employees. We understand the necessity and value of offering competitive benefits to employees, and the positive impact financial planning can have on your business.

Employees look for more than just a paycheck at a job — they look for a competitive benefits package. And why wouldn’t they? Benefits help them feel valued and cared for. Whether you’re creating a benefits program or interested in improving your current program, we can help.

Benefits we can assist with include: employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.

Employee-Sponsored Retirement Plans

Whether your business is a sole proprietorship, a general partnership, an LLC, a corporation or a nonprofit organization, we can discuss a plan type to help meet your needs, including:

  • Profit sharing plan
  • 401(k) plan
  • Defined benefit plan
  • Payroll Deduction IRA
  • Roth IRA

Employee Risk Management Services

Insurance is an important part of any employee’s compensation package. High-quality employees often look at a benefits package when deciding whether to accept a job or leave a current one.

Through arrangements with third-party insurance companies, we offer access to: 

  • Group life and long-term disability
  • Voluntary life insurance
  • Group long-term care 
  • Major medical individual health
  • Executive carve out disability 
  • Individual or business-owned life insurance
Investment Services

Investment Services

At BE Wealth, we believe investors who follow a plan have a higher degree of probability of achieving their goals. We start the process by understanding your risk tolerance and building a portfolio to match. We believe acting for the long term and following the plan trumps short term emotional decisions or market movements.

We believe your long term investment returns are based on the risk you’re willing to take, the returns you can reasonably expect, and the fees you are paying. These three pieces are important to help you stick to your long term plan. If we are out taking too much risk for your comfort, you may be more likely to jump ship at the wrong time. If we have unrealistic expectations of return in the short term, we can constantly be moving to the next big thing. Fees are the friction to long term returns and a ongoing review of the investment fee structure is necessary to keep them in line.

Your finances at your fingertips

WealthLink is your personal portal providing a holistic view of your financial life in one secure location. It’s a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals.

Get started with WealthLink

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today.

Thank you! Oops!