Financial Plans

Financial Planning Expertise

At Be Wealth, our financial planning services are built on one simple philosophy: your goals define the path. Whether you're preparing for retirement, planning a legacy, or navigating life’s transitions, our team partners with you to create a personalized, forward-thinking plan. Through a collaborative approach and proactive guidance, we help you stay prepared, stay planning, and stay living with confidence.

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Clarify What Matters Most

We begin by listening—getting to know you, your priorities, and your definition of financial success. Your values become the foundation for every recommendation.

Build a Custom Strategy

Using a disciplined and holistic planning process, we design a financial roadmap tailored to your unique goals, covering everything from retirement income to tax-smart legacy strategies.

Stay Engaged and Adjust

Life changes—and your plan should, too. We walk alongside you with regular check-ins, timely updates, and adjustments as your needs and goals evolve.

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Start Your Plan

Meet with one of our experts today to get started on your plan.

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Linking Accounts

Marc Seller

Wealth Manager

(620) 241-7733

marc@bewealth.com

Marc Seller is a dedicated Wealth Manager and Financial Planner at Be Wealth's McPherson office. Since joining the team in 2022, Marc has used his over 10 years of financial planning experience from his practice under Waddell & Reed to...

Cristee Coates

Wealth Manager

620-723-3246

cristee@bewealth.com

Gavin Giroux

Wealth Assistant

785-309-7007

gavin@bewealth.com

Gavin Giroux has recently joined Be Wealth as a Financial Planning Assistant. With a focus on detailed financial planning, Gavin is dedicated to assisting clients in crafting comprehensive strategies that align with their financial...