Our Company

Beh Company has the experience in providing financial management services to Entrepreneurs, Employers, and Individuals.

Our work is driven by three client-based activities:

  1. Expand benefits, control costs, and add value.
  2. Design personalized plans with the anticipation of satisfying financial goals.
  3. Manage to non-recoverable losses that undermine retirement plans.

In an effort to achieve our goals we leverage experience with technologies. Our resources include, but are not limited to:

  • Retirement Plan Advisory Group - Beh Company works in alliance with one of one of the nations largest independent retirement plan consulting groups in America.
  • Preferred Provider Network - Provides access to multiple carriers that allows  us to offer a broad range of life, annuity, long term care and disability products.
  • Fi360 - Beh Company receives education and  tools to help with the investment process.

Our Mission
Beh Company strives to help grow assets and limit losses on our clients' most important assets.

Our Vision
Beh Company designs and manages financial directions that strive to expand growth opportunities, control costs, and add value while delivering our services with accountability, flexibility, and transparency.

Beh Company and LPL Financial are not affiliated with Retirement Plan Advisory Group and Fi360.

Have a Question?

Thank you!