What We Do
Our Services
Tax Preparation & Accounting
Our certified professionals provide accurate and efficient tax preparation, as well as ongoing accounting support, for individuals and businesses.
Services Include:
Personal & Business Tax Preparation
CPA Services & IRS PTIN Filing
Tax Planning & Advisory
Bookkeeping & Quarterly Reporting
Stay compliant and maximize your deductions with Be More Financial LLC.
Insurance Solutions
Protect what matters most with comprehensive coverage options from trusted national carriers.
Offered Insurance Lines:
Life Insurance
Health Insurance
Property & Casualty
Disability Insurance
Long-Term Care
We help you compare policies, understand your options, and choose the right coverage for your goals.
Medicare & Retirement Planning
Simplify your transition into retirement with expert guidance and trusted plan recommendations.
Services Include:
Medicare Advantage & Prescription Drug Plans
Annuities (Fixed & Variable)
401(k) & IRA Rollovers
Pension & Retirement Account Setup
We’ll help you make informed decisions for your long-term financial security.
Investments & Wealth Building
Grow and manage your wealth with personalized investment strategies that fit your goals.
Offerings:
Mutual Funds, Stocks, & Bonds
Retirement Account Setup & Rollovers
Investment Advisory & Portfolio Guidance
We focus on transparency, education, and long-term growth.
Loans & Mortgage Services
Whether you’re buying a home, expanding your business, or consolidating debt, we can help connect you with trusted lending partners.
Loan Options:
Home Loans & Mortgage Origination
Auto & Personal Loans
Business Loans & SBA Support
Fast, flexible solutions tailored to your financial goals.
Credit & Debt Management
Take control of your financial health with our credit and debt recovery programs.
We Help With:
Credit Report Review
Debt Payoff Strategies
Credit Score Improvement
Financial Recovery Planning
We empower clients to rebuild credit and regain confidence.
Budgeting & Financial Coaching
Get a clear plan for your money with one-on-one financial coaching.
Areas of Focus:
Budget Creation & Expense Tracking
Emergency Fund Planning
Savings & Goal Setting
Cash Flow Management
Build habits that create long-term stability and success.
Business Consulting
We provide strategic guidance for entrepreneurs and small business owners.
Services Include:
Business Formation (LLC, EIN, Registration)
Tax & Compliance Setup
Financial Systems & Planning
Growth & Profitability Coaching
We help you start, scale, and sustain your business the right way.
Notary Services
Fast, reliable notary services for your financial and legal documents.
We Notarize:
Loan & Real Estate Documents
Business Agreements
Legal Forms
Power of Attorney & Estate Documents
Licensed, professional, and mobile notary options available.
FAQ's
Can you meet at my business?
Yes, we can schedule a meeting at your business. We can also schedule a meeting in my office or virtually.