Our mission is to empower our clients to achieve financial stability, enjoy debt-free living, and secure a tax-free retirement. We understand the importance of these goals in ensuring a prosperous and worry-free future, and we are dedicated to providing the necessary tools, guidance, and strategies to make them a reality.

Financial stability is the foundation of a healthy financial life. We work closely with our clients to assess their current financial situation, identify areas of improvement, and develop personalized plans to build a solid financial foundation. Through comprehensive budgeting, effective savings strategies, and tailored investment approaches, we aim to help our clients establish a strong financial base that can withstand unexpected challenges and pave the way for long-term success.


Debt can be a significant obstacle on the path to financial freedom. Our team of experts is committed to assisting clients in understanding and managing their debt effectively. We analyze their existing debts, develop strategies to pay them off efficiently, and provide guidance on avoiding future debt traps. Our goal is to help clients eliminate their debt burden, freeing up their income for more meaningful purposes, such as savings and investments.

As retirement approaches, we believe that everyone deserves a comfortable and tax-free retirement. We guide our clients in creating customized retirement plans that maximize their income streams and minimize tax liabilities. By leveraging various retirement vehicles and other tax-efficient investment options, we strive to help clients achieve a retirement lifestyle that aligns with their dreams and aspirations.

Our team of professionals and retirement experts are highly knowledgeable and experienced in their respective fields. They stay up to date with the latest industry trends, regulations, and strategies to provide our clients with the most accurate and reliable advice. We understand that each client has unique circumstances, goals, and risk tolerance, so we tailor our services to meet their specific needs, ensuring that they receive personalized attention and support throughout their financial journey.

  • Competitive Bonus Incentives

  • World Class Travel Incentives

  • Work From Home

  • Flexible Schedule

  • Uncapped Earning Potential

  • Medical Benefits Available

  • Misty H

    Agency Owner

    “ This team is like family! We care for each other, we encourage each other and we challenge each other to be the best version of ourselves! ”

  • Team Bein

    Texas Team

    “ We are a growing team with a passion for helping others succeed. ”

  • Shari S.

    Sales Team/Recruiting Team Member

    “ Working from home is such a great career and life style! I love being in charge of my own schedule and my own income. Working with the fantastic team at Bein Financial is such a joy! ”

Meet The Team!

  • Heather Wallace

    Administrative Assistant

  • Shari Spurlock

    Director of Recruiting

  • Paul J Bein

    Agency Director