Being Financial

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.