Your Personalized, Client-Focused Approach to Wholistic Financial Planning


At be Financially Sound, we specialize in pension protection and offer an extensive array of services to help ensure that our clients meet their financial goals. Financial planning is never one-size-fits-all, and we tailor our wealth management strategies to accommodate your lifestyle and help you achieve optimal asset allocation and protection.

We approach clients by listening to their unique story and utilizing the values we were founded on: honesty, integrity and honor. After fully understanding your situation, we then create customized, “wholistic” financial plans based on your specific needs and objectives. Whether you are saving to purchase a new home, send your child to college, or finally take that dream vacation, we create detailed plans that reflect all of your life’s important stages.

Services We Offer

  • Investment Strategies & Management
  • Life Transitions
  • Wealth Management
  • Small Business Solutions
  • Insurance Strategies
  • Cash Flow Analysis
  • Tax Planning
  • IRA & 401(k) Solutions
  • Charitable Planning
  • Lifetime Income Strategies & Annuities
  • Tax-Free Retirement Planning
  • Asset Management Solutions
  • Long-Term Care Solutions
  • Estate and Legacy Planning
  • Pension Maximization
  • Survivor Benefits Plan (SBP) Options
  • Pre-Deployment Planning
  • Overseas Deployment Strategies

With military backgrounds ourselves, we have a unique understanding of government employees’ needs when it comes to planning for a successful financial future. You’ve spent a great portion of your life serving others, and we can help you prepare and plan for your next phases in life.

The Result: A long-term financial plan that adapts over time as the client achieves milestones and goals within their lives as we guide them along the path to be Financially Sound.