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Know if You're Truly Ready to Retire

Without The Guesswork or Pressure

We help thoughtful people approaching retirement make confident decisions about income, taxes and giving so retirement feels intentional, not stressful.

Fee-Only. Fiduciary. Independent Advice.

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If you're Asking These Questions, You're Not Alone

Many People we work with are doing "fine" on paper, but still feel unsure about retirement.

They Wonder:

  • Can we actually retire when we think we can?

  • How much can we safely spend each year?

  • Are we missing something with taxes?

  • Can we give generously without putting ourselves at risk?

Our Role Isn't to Sell. It's to Educate

At B&E Financial Services, our job isn't to push products or chase performance. 

Our role is to help you:

  • Understand your options

  • Avoid costly mistakes

  • Make confident decisions about retirement, taxes and legacy

  • Align your money with what actually matters to you

So you can move forward with security in your future.

Who We Work Best With

We typically work with people who:

  • ​Are within 10 years of retirement (Or newly retired)

  • Want clarity around their income, tax decisions and financial position

  • Value thoughtful planning over speculation

  • Care about using money intentionally

  • Want guidance, not pressure

If you're looking for stock tips or alternative strategies, we're probably not the right fit, and that's okay.

What the Process Looks Like

Step One - Clarity Call

A relaxed, no pressure conversation to understand your situation, concerns and goals.

Step Two - Personalized Planning

If it makes sense to continue, we build a plan focused on your unique aspirations, challenges and lifestyle. 

Step Three - Ongoing Guidance

We help you implement and adjust, so your plan stays aligned as life takes its course.

Give Generously

For many of our clients, generosity is a cornerstone in their values, but so is financial security.

We will help you:

  • Give in tax-efficient ways

  • Create consistency in retirement

  • Align giving with your values

  • Avoid unintended consequences

So your generosity feels sustainable, not stressful.

If You're Approaching Retirement and Want Clarity, Let's Talk

The first step is simply a conversation.
We'll answer your questions, help you think clearly and let you decide what, if anything, comes next.

Retirement & Lifestyle Planning Assessment

30 minutes • No obligation • Fiduciary guidance 

Retire smarter. Give generously. Live fully.

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