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.
The SECURE Act Becomes Law and Impacts Businesses
The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.
The SECURE Act Becomes Law and Impacts Individuals
The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.
The SECURE Act Becomes Law and Impacts IndividualsLearn More
Foundational Planning for Young Professionals and Families
Broaden your perspective on foundational planning with B&E’s Ryan Michaelis as he raises questions and shares insight on what you need to know now to have what you want, tomorrow.
Foundational Planning for Young Professionals and FamiliesLearn More
Potential Tax-Saving Tips for Charitable Giving
B&E’s Vice President Laura Maksymkow provides three tips on charitable giving relevant to the tax law changes and with your best interest in mind.
Golden Handcuffs
Background: In this tight labor market, top talent of companies are being hit hard by executive search firms to go work elsewhere. Businesses need to get proactive and creative about retaining their top talent as those…
Critical Documents for Your Children & Your Parents
In this segment, B&E President Sarah Kaelberer shares critical documents you want in place not only for aging parents but for children age 18 and older.
Critical Documents for Your Children & Your ParentsLearn More
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!
