Delivering exceptional service
with your interest in mind.
Our knowledgeable team helps you achieve financial success using creative solutions. We listen to you and then guide you on a wise and informed journey toward financial security – in your business and in your personal life. Since 1977, we have remained committed to serving each and every client with exceptional service.
Bringing greater comfort & clarity into your financial future
Why Choose B&E?
With your interest in mind: it’s been our promise since 1977, and it continues to serve as our moral compass today.
Creative Problem Solvers.
The pace of change is great, and our clients face opportunities and challenges only imagined a decade ago. It takes industry insight, financial planning and agile thinking to stay on the leading edge. Our favorite words to hear from clients are: “I would have never thought of that.”
Knowledgeable Confidants.
We provide sound, practical and timely advice. As a client, you get the benefit of an entire team committed to your success. We have earned financial service industry credentials to better serve our clients, and we remain committed to staying current in our areas of expertise.
We live by four simple
business rules:
- Be on time.
- Do what you say you will do.
- Do it when you said you would.
- Be polite and courteous.
The Planning Team
Resources
Welcome to our online resource library providing insight on timely news and helpful information in the financial world as well as updates on our community and company events. Please contact B&E with any questions or comments. As always, we appreciate the opportunity to discuss your financial needs.
All In Charity Poker 2024
The spirit of giving was alive and well at the B&E All-In Charity Poker event on November 8, 2024. This year’s gathering brought together a full house of friends and clients for an evening of friendly…
Skip-A-Day 2024
The rain didn’t stop us from having a wonderful Skip-a-Day 40th Anniversary event! We held a fish fry lunch and got in 9 holes.
All In Charity Poker 2023
The spirit of giving shone brightly at the B&E All-In Charity poker event on the evening of November 10, 2023. The friendly competition raised more than $10,000. Every year, B&E matches dollar for dollar all donations…
Skip-A-Day 2023
Thank you to all who attended B&E’s 39th Annual Skip-a-Day of Work Event! The weather was fantastic, but the great times and laughs were what made the day truly exceptional.
SECURE 2.0 Act Makes Retirement Saving Easier
SECURE 2.0 is designed to make retirement savings easier and the process less cumbersome. On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law.
All In Charity Poker 2022
The spirit of giving shone brightly at the B&E All-In Charity poker event on the evening of November 11, 2022. The friendly competition raised more than $8,000. Every year, B&E matches dollar for dollar all donations…
Let’s Get Started
We believe we are leaders in our field and take pride in helping individuals and businesses realize their goals.
Let us help you plan, relax and retire!
