BeManaged

10/05/2026

Estate planning is not only about distributing assets. It is about helping protect the people and priorities that matter most to you.

National Estate Planning Awareness Month is a timely reminder to review the essentials: your will, beneficiary designations, powers of attorney, healthcare directives, and how each piece fits within your broader financial plan.

Swipe through our quiz to test your knowledge and uncover a few important estate planning facts.

At BeManaged, we help individuals and families in Grand Rapids, West Michigan, and beyond consider how estate planning can support long-term financial and retirement goals. Have a question? Give us a call at (616) 871-0751 to start the conversation.

09/28/2026

Year-end planning should not begin when the calendar is about to turn.

At BeManaged Financial Services, we believe confident financial decisions come from an ongoing process—not a last-minute checklist. Regular conversations allow us to review investment progress, retirement contributions, income needs, and tax-aware strategies as your life and priorities evolve.

As a fee-only fiduciary financial advisor serving Grand Rapids and West Michigan, we provide advice centered on your goals, without commissions or product sales.

Want a more proactive approach to financial planning? Let’s start the conversation today.

09/07/2026

Happy Labor Day from all of us at Be Managed.

We hope you have the opportunity to rest, recharge, and enjoy time with the people who matter most.

Our office will be closed Monday, September 7, in observance of Labor Day, and we will reopen Tuesday, September 8.

For current clients, thank you for the trust you place in us as we support your financial planning and long-term retirement goals.

09/04/2026

08/13/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.

07/15/2026

Summer can sneak up quickly, and with the year already halfway through, it’s a great moment to revisit your 401(k) plan and make sure it still aligns with your goals and the needs of your team.

If you’ve been thinking about making adjustments or simply want a second look at your current setup, our team at BeManaged is here to help. As a fee-only, fiduciary financial advisor in Grand Rapids, we support employers and employees across West Michigan with clear, unbiased retirement guidance.

If something has been on your mind, or you’d like to connect for a quick conversation, we’re here when you need us.

07/02/2026

Happy Fourth of July from our team at BeManaged!

As we honor 250 years of independence, we hope your holiday is filled with time to unwind—whether that means enjoying fireworks, gathering with family, or firing up the grill for a classic Fourth of July cookout.

Our office will be closed on Thursday and Friday, July 2nd and 3rd, in observance of the holiday. We’ll be back after the long weekend and ready to support your financial planning and retirement goals.

How are you celebrating this year?

06/17/2026

Remember, if you have any suspicion about a financial request, give us a call!

02/13/2026

🎉 We’re celebrating a BIG milestone — 20 years! 🎉

For two decades, BeManaged Financial Services has had the privilege of guiding individuals, families, and business owners toward a more confident financial future. We’re here because of you—your trust, loyalty, and belief in our approach. And we couldn’t be more grateful.

Here’s what makes 20 years extra special:

💡 Did you know? Over 80% of financial advisors leave the industry within their first 3 years. That makes this milestone one worth celebrating!

A few numbers we’re especially proud of:
✔️ 10,000+ personal retirement consultations
✔️ 500+ clients successfully reaching retirement
✔️ 1,000+ financial plans created and put into action
✔️ 60+ years of combined industry experience

Thank you for being part of our story. Here’s to 20 years of partnership, progress—and many more ahead! 🥂✨