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Financial Professional

Beverly Heard

Beverly Heard is a financial professional serving individuals and families in Panama City, Florida, trained and supported by The Miliare Group. They provide complimentary financial guidance to help with budgeting, insurance planning, retirement strategies, college funding, legacy planning, long-term care, and business solutions—focused on clarity, confidence, and informed decision-making.

Beverly joined WFG in 2024 and became Life and Health Licensed in May 2024. She specializes in annuities, family protection, and estate planning, bringing to her work a strong foundation in leadership, service, and strategic guidance.

Her professional background includes experience as a Senior Manager in program management, security, coaching, and financial services. A Panama City, Florida native, Beverly dedicated more than 40 years to the Department of Defense, including 23 years of service in the United States Air Force. After retiring, she turned her attention to building a career as a financial services entrepreneur.

Throughout her government career, Beverly took great pride in serving as a compassionate servant leader with an unwavering commitment to helping others. That experience shaped her deep sense of empathy, integrity, and advocacy—qualities that now define her work in the financial services industry.

Today, Beverly is building a financial services business rooted in personal growth, education, and ethical leadership. She is passionate about empowering families and individuals to create financial stability, long-term security, and true peace of mind. Her approach combines a genuine heart for helping others with a results-driven mindset, ensuring that every client feels heard, supported, and equipped to make confident financial decisions.

Beverly’s greatest inspiration is her son, Nicholas. She also enjoys living her best life through travel and making the most of each day.

Trusted Providers

Leading Financial & Insurance Providers

The Miliare Group works with nearly 200 of the nation’s leading financial services and insurance providers.

This broad network allows our consultants to help individuals, families, and business owners find solutions across insurance, retirement planning, college funding, legacy strategies, long-term care, and business protection—without being limited to a single company or product.

Real-Word Financial Products

We pair education with practical tools to solve real financial challenges. Clients see clear comparisons and plain- English explanations before choosing solutions that fit their goals and budget

Insurance

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You’ll be able to offer people a variety of options to help them prepare for their leisure years.

College Funding

Whether preparing to send the first – or fifth – child to college, many families can benefit from the help of a financial professional.

Legacy Strategies

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.

Long -Term Care

A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. 

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SIX STEPS TO FINANCIAL INDEPENDENCE

Charting your Financial Future begins with these Six Core Concepts

Contact me today to look at your individual circumstances and see where you are with the Six Steps to Financial Independence.

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Cash Flow

Proper Protection

Debt Managment

Build Wealth

Emergency Fund

Preserve Wealth

Building wealth, creating futures.

Trusted financial consulting firm providing expert guidance and personalized solutions to help clients unlock their full financial potential.
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A Client-First Approach

The Miliare Group is committed to education, transparency, and personalized guidance. Our consultants take the time to understand each client’s goals and help them explore financial and insurance solutions designed to support long-term stability and peace of mind.

What Clients Are Saying

Helping Families Make Confident Financial Decisions


1
★★★★★
We were impressed by how quickly the fraud detection tools flagged suspicious transactions. The insights were clear, actionable, and helped us prevent potential financial loss.”
2
★★★★★
“With their proactive tax strategies, our family significantly reduced liabilities and created a smarter path toward long-term wealth.”