Partnerships
The Mission of BE Financial LLC. is to positively impact the lives of those we serve, our clients and their families. We do this through building a community of like minded professional partner relationships to assist our clients and us in the development of comprehensive personal financial planning, and if a business owner, their business planning coordination.
It remains our firm belief as an enterprise that through building trusted partnerships from a variety of disciplines, we can mutually help our clients develop their financial plan in a fully comprehensive way, incorporating our financial services work with the advice and expertise of business growth advisors, estate planning lawyers, tax professionals, and others.
Tax Planning
What is tax planning? It is everything you do BEFORE year end.
At John Culhane CPA, we leverage our years of experience in managing tax obligations for businesses owners, entrepreneurs, and other high net worth individuals to save you real money on your taxes. When you work with us, we proactively reduce your tax obligations and strive to build a long-term and trusted relationship.
We'll keep in contact with you throughout the year to manage liabilities and guide you through financial decisions that could incur tax consequences. As your tax advisor, we strive to make ourselves available to answer questions and help you make important financial decisions that could impact your taxes.
We understand how to effectively manage both state and federal tax obligations and will continually adjust your plan in line with new legislation. With our recommendations, you’ll reduce your tax burden and will retain more of your income.
Address
755 Main Street
Building 4 Unit 1A
Monroe, CT 06468
203-268-4431
john@culhanecpa.com
Financial Planning Support Team
Our relationship with Cetera includes support from their internal financial planning team. They describe their support to us as follow:
A comprehensive financial planning philosophy is a commitment to addressing all relevant areas of a client’s financial situation. Cetera believes that leading with a financial plan is the right thing to do for clients and a great way to create long-lasting client relationships. The Wealth Management Financial Planning team provides guidance throughout this valuable process.
Cornerstone Business Services is a boutique investment bank serving the lower middle market of mergers & acquisitions. We’re based in the Midwest but work throughout North America, and are a founding member of the Cornerstone International Alliance. We create value through acquisition searches, company sales, and a fair market analysis, with a focus on businesses with annual revenue from $5 million to $150 million.
Cornerstone uses a team approach on each transaction along with our proprietary Assurance 360™ process which typically generates multiple offers, a high likelihood to close and maximizes value. We work really well with first time sellers that value an advisor’s role and want to ensure the largest financial transaction of their life is done right.