BeManaged Services

Investment Management

BeManaged offers a do-it-for-you service where we choose the investments based on your risk preferences and financial goals.

Financial Planning

BeManaged offers planning sessions with clients to discuss the next steps that will help you reach your goals. We help our clients understand where they are heading and how to best manage their accounts.

Social Security Planning

Social security is one of the most important pieces of your retirement picture. Our advisors will help teach you about the program and help you understand how the timing of starting social security will affect your retirement plan.

Tax-Efficient Strategies

Our advisors can walk you through tax strategies depending on where you are in your financial journey. Some of the common topics that come up are Roth contributions, HSA accounts, and Roth conversions.

Financial Coaching

Everyone is at a different point in their financial journey. If it deals with personal finance, our team will coach you along the way to help you make the best decisions for you and your family.

Disability Planning Services

As a Chartered Special Needs Consultant®, BeManaged has expertise in financial planning for special needs individuals, their families, and caregivers. We are equipped with the specialized skill and advanced knowledge to champion for special needs individuals with honesty, ethics, and compassion.

Accounts We Manage

  • Defined Contribution - 401(k), 403(b), etc
  • Individual Retirement Accounts(IRAs)
  • Roth IRAs
  • Health Savings Accounts(HSA)
  • Brokerage Accounts

Other Common Topics

  • 529 Plans
  • Life Insurance
  • Long Term Care Insurance
  • Budgeting
  • Debt Management