Financial Advisors
Harrisonburg, VA
Being Financial is a comprehensive financial planning firm in Harrisonburg helping clients define their retirement vision and build tailored financial plans to support it. Founded by Jared Troutman and Mandy Leeth, the firm specializes in retirement planning, tax strategies, estate planning, investment management, risk management, Social Security optimization, long-term care planning, and charitable giving. They focus on understanding your values and goals first, then creating clear, simple strategies without overwhelming sales pitches.
Ideal for: Pre-retirees and retirees seeking comprehensive planning, entrepreneurs and business owners, individuals wanting to optimize tax strategies and estate planning, those intimidated by financial planning
Service area: Harrisonburg, VA and surrounding areas
Values-First Approach: Being Financial starts every client conversation by understanding your values, goals, and retirement vision before diving into financial mechanics, ensuring planning is aligned with what matters most to you.
Comprehensive Planning Services: Beyond investment management, they offer tax strategies, estate planning, Social Security optimization, long-term care planning, risk management, and charitable giving strategies all under one roof.
Clarity Without Overwhelm: The firm emphasizes making complex financial planning simple and clear, avoiding unnecessary services or confusing investment jargon so you can relax and focus on living your life.
Address: 328 S Main St Suite 101, Harrisonburg, VA 22801
Phone: (540) 246-7554
Website: being-financial.com
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