BEE FINANCIALLY HAPPY
Prepare Your Future With Confidence
Understand the devastating sting
of financial pitfalls
Financial Advisor
Financial Advisor
Our Proprietary Beehive FORMula Process
- Discover where you are in your journey.
- Design a pathway leading to your goals and objectives.
- Deploy a flexible strategy changing as your trail changes.
Get a Complimentary Marginal Tax
Bracket History Chart
Enjoy Financial Confidence.
Do all the things you love.
We concentrate on smoothing your path.
Enjoy your valuable time.
Experience a strategy designed for you.
Step forward confidently.
LET US KNOW HOW WE CAN HELP YOU.
'BEE' Financially Prepared for today and the uncertainties of tomorrow.
Contact
info@beefinancialpartners.net
832-698-2010
9950 Cypresswood Drive,
Suite 200, Houston, TX 77070
Insurance and annuities offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944. Bee Financial Partners, LLC. is an Investment
Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products.
The insurance products offered by Vicki or Karl Joern are not subject to Investment Advisor requirements. Bee Financial Partners, LLC. is not affiliated with the U.S. government
or any governmental agency.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities are offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not: