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For Puget Sound ESD

Who We Are ~ What We Do ~ How We Help

Behm Financial provides Financial Planning education and services for Educators, Administrators and Support Personnel throughout the Puget Sound region and serves client school districts and state approved charter and private schools in Washington State. Since 1987 we have been an essential regional delivery system for Financial Literacy focused on the specific needs of all stakeholders (students, teachers, school districts, education leaders, internal staff) and their families.

Behm Financial is committed to supporting all stakeholders in reaching their personal financial goals. The Firm is an innovative and responsive partner providing essential local education and services, both in-person and via video, designed to leverage resources and strengths of our focus for TRS, SERS and PERS Pension System Members.

The Educate the Educators Workshop Series ™ 

The Educate the Educators Workshop Series ™ 

Our Educate the Educators Workshop Series ™ has been specifically designed to focus on the needs of all stakeholders and efficiently delivers relevant and updated information in an easy to understand manner. Our topics include:

“Am I on Track to Retire?”

“Maximizing Plan 3 Benefits”

“5-Year Pre-Retirement Preparation”

“The Big Three: Social Security, Medicare and Long-Term Care”

Event Registration

We help Educators, Administrators and Support Personnel because we often find their state pension and 403(b) investment allocations are not in-line with their risk appetite or goals and we help solve those problems.

We Are Committed To You!

Behm Financial is part of the PlanMember Services national network. As an Association of Educational Service Agencies (AESA) Platinum Sponsor Business Partner we are truly committed to serving you!

Enroll Now

Are you ready to get things started? Excellent! Click to open the enrollment portal, enter Access Code WA-048, answer a few questions and we Promise to contact you shortly!