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Built by a business owner,
for business owners

Brent Eugenides founded BE Financial after years of advising successful entrepreneurs on how to protect and optimize what they’ve built. A financial consultant, strategist, and longtime business owner himself, Brent created Fusion Planning™ to fill the gap between exit strategy and personal financial clarity. When you work with BE Financial, you’re not just getting a plan—you’re gaining a partner who speaks the language of ownership.

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A Partner On<br/>Your Life Journey

A Partner On
Your Life Journey

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  • Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

Watch our
Video Blogs

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5 Steps Toward Successful Business Exit Planning

5 Steps Toward Successful Business Exit Planning

An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.
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Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.
Learn More
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More

Get in touch

Address

15 Chesterfield Road
Suite 201
East Lyme, CT 06333
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