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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.

Speak to our team of experts
A Partner OnYour 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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Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.
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The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.
Learn More
6 Ways to Stay Ahead of Rising Retirement Costs

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Learn More

Get in touch

Address

15 Chesterfield Road
Suite 201
East Lyme, CT 06333
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