empowering you to keep

being a dreamer A WISDOM LOVER AN ADVENTURER A SEEKER A THINKER AN ARTIST ENTREPRENEURIAL FINANCIAL YOU

Being Financial was founded on the understanding that financial planning is often seen as an intimidating part of our lives.  For many, financial planning is often put on the backburner as we tell ourselves, “I’ll think about it later.”   Eventually, that “later” turns into “too late” and families find themselves in a struggle.

The foundation of Being Financial was built on the goal of helping our clients find stillness and clarity in the cacophony of competing advice.  We strive to help our clients establish a financial future without overwhelming them with sales pitches and unnecessary additional services.

We’re here to be your financial Sherpa, so you can enjoy Being You.

“Don’t make the same mistake twice.”

Irvin P. Troutman

Eat a frog first thing in the morning and nothing worse will happen to you the rest of the day

Mark Twain

Start with the end in mind.

Stephen R. Covey

Instead of cursing the darkness, light a candle.

Benjamin Franklin

Acknowledging the good that you already have in your life is the foundation for all abundance.

Eckhart Tolle

The only failure is quitting. Everything else is just gathering information.

Jen Sincero

Life is like riding a bicycle. To keep your balance, you must keep moving.

Albert Einstein

Have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.

Steve Jobs

experience everything life has to offer

My client conversations start in a vastly different place than most; We focus on your values, where you want to go, your goals, and what you want to do in retirement.  This process involves relevant questions, active listening, and a few meetings of dialogue to clarify with each other before the work of seeing how the financial pieces support your vision.

Charitable Giving

Charitable Giving

Who knew tax advantaged gifting could feel so good?

Estate Planning

Estate Planning

Multigenerational wealth management.

Financial Planning

Financial Planning

How clear and confident are you that the current strategy will get you there?

Investments

Investments

Devise a short term or long term strategy for your portfolio holdings.

Long Term Care

Long Term Care

Can I preserve assets for the next generation while having care I’m comfortable with?

Risk Management

Risk Management

How and when should I place the risk on an insurer?

Social Security

Social Security

How do I weigh the benefits of waiting?

Taxes

Taxes

Am I using the tax law to support my goals?

let’s start your journey together

planning for retirement should be like a walk in the park

Being Financial

Jared Troutman, CFP®
320 S. Main St.
Harrisonburg, VA 22801

Call: (540) 246-7554
Fax: (877) 840-2379

I agree that The Prudential Insurance Company of America, Pruco Securities LLC, Assurance IQ, LLC and their affiliates (“Prudential”) can contact me for marketing purposes by phone call or text (including with an auto dialer and even if you’ve requested not to be contacted by Prudential or are on a do-not-call/contact list) at the phone number listed above. I understand that consent isn’t necessary to make an investment or purchase. To arrange a meeting without providing your contact information, call 540-246-7554.