Broker Check

Subpage Template

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 On<br/>Your Life Journey

A Partner On
Your Life Journey

Rorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc vulputate libero et velit interdum, ac aliquet odio mattis. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Curabitur tempus urna at turpis condimentum lobortis. 

  • 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

Watch All
Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn More
Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
Learn More
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.
Learn More

Get in touch

Address

15 Chesterfield Road
Suite 201
East Lyme, CT 06333
Book an Appointment

Fill Out The Form Below Or Give Us A Call To Learn How We Can Help you Set Yourself Up For Financial Well-Being Today.

Thank you!
Oops!