Be Wealth

McPherson, Kansas

Call (620) 241-7733 Visit website →

About

Be Wealth is a financial advisory firm based in McPherson, Kansas that works with clients on retirement readiness, estate and legacy planning, and goal-based savings strategies. The firm offers complimentary consultations and positions itself around three core planning areas: assessing retirement preparedness, establishing legacy plans through estate planning and insurance, and helping clients define and track progress toward financial objectives. Be Wealth also serves business owners considering transition or succession planning.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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