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.
Market Trends and Your Portfolio
If you’re wondering whether you should adjust your portfolio due to recent stock market events, know that you’re not alone.
Skip-A-Day 2022
Thank you to the golfers, diners and sponsors who helped make this year’s outing so successful. We’re proud to share that Skip-A-Day 38 boasted our best turnout of golfers ever.
The Benefits of Generational Meetings
Background: Proper Estate Planning includes not just the Wills and important legal documents; it also involves ensuring assets are properly titled and beneficiaries are designated. These are things that simply cannot be done postmortem. Many people…
All In Charity Poker
On December 2nd, B&E hosted an online charity poker and happy hour event. Players raised $2,400 which B&E matched dollar for dollar. Find out who won!
SIMPLE Gets Easier!
Background: Technically, there are eight different styles of retirement plans that could be established for small businesses. Each type has separate rules, regulations, and requirements. Based on the employer’s goals, they can have employer contributions as…
Skip-A-Day 2021
It was a delight to be in person at Pebble Creek Golf Club for Skip-A-Day 37! Cheers to each of you who skipped a day of work for the friendly outdoor golf competition, followed by drinks…
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!
