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About B&E Financial Services
Choosing a Financial Planner Is a Big Decision & it starts with knowing who you'd actually be working with.
Meet The Planner
Independent, Fee-Only, Fiduciary Advice
B&E Financial Services is an independent, fee-only firm. We do not sell financial products or earn commissions. That means our advice is aligned with only two goals: helping you make decisions that serve your life, and living out our mantra "Money is just a means to create memories."
One half of B&E Financial Services is Ben Poulos, CFP®. I've been blessed with the opportunity to help individuals and families since 2020 make their retirement dreams come true. I started my career at the largest RIA in the country, which taught me what good advice actually looks like. After passing the CFP exam, I realized I could take what I'd learned and do it even better on my own, without business goals or priorities getting between me and the client. What I value most is listening to what's actually important to you, and helping you find a reasonable, realistic path there.
Aside from trying to break the stigma around finances, I enjoy a good round of golf, I'm a big 49ers fan, I read around 12 books a year, and I love my family and animals.I'm sure you'll hear all about them when we talk.
The other half of B&E Financial Services is a secret for now — you'll have to check back in later!
A Thoughtful Approach to Money
Money is a tool. Or as I like to say:
"Money is just a means to create memories."
It's not a scorecard. We work best with people who see money as a way to support a secure and meaningful retirement, care for family and give intentionally. Without fear or excess. That doesn't mean every client is philanthropic, but it does mean they value thoughtfulness over flash, and purpose over pressure.
What It's Like to Work With Us
When you reach out , you can expect:
A relaxed, no pressure conversation
Guidance grounded in fiduciary responsibility
Clear explanations in plain language
Honest answers, even if it's not what you want to hear
A pace that respects how big these decisions are
We don't rush relationships. We focus on understanding and education first.