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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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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?
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Simple Strategies for Tax-Intelligent Cash Flow

Simple Strategies for Tax-Intelligent Cash Flow

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.
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Get in touch

Address

15 Chesterfield Road
Suite 201
East Lyme, CT 06333
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