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Financial Services


A vital part in any financial strategy is to prepare for the unknown. If you become ill or die prematurely, how will your family manage without your income? And in retirement, you’ll be spending your money differently, so learning how to manage your income during this life transition is essential to having greater confidence about where you are in life. We offer a wide range of services.

 

Services for Individuals

We feel strongly about working with individuals who are in charge of their own finances or their family’s. We work with many who are savvy, smart, and capable but who also want to become more confident in managing their finances and wish to work with someone who puts a high priority on financial communication, financial planning and investment management. We specialize in helping work through unique financial situations, a partial list including:

  • Retirement and planning
  • Divorce
  • Elderly parent care management
  • Sudden wealth management
  • College
  • 401(k) and IRAs
  • Social Security

 

Services for Companies

Companies and those who own a business have different challenges than individuals. We address the goals and needs of every business owner and offer an array of services that work for your company. We understand and adhere to the Department of Labor rules and regulations and understand the IRS code. We can help you provide a relevant and meaningful benefit for your staff so you may retain your employees. A partial list of what we offer:

  • Calculating your future cash flow needs
  • Business succession
  • Long-term care planning
  • 401k(s) (Roth and traditional)
  • Key-man insurance

Our Services

  • Financial Services
  • Financial Phases

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 1 (832) 698-2010

Email: vjoern@beefinancialpartners.net

9950 Cypresswood Drive, Suite 212, Houston, Texas 77070

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Karl and Vicki Joern are investment advisor representatives of, and advisory services are offered through USA Financial Securities Corp.,  A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Vicki Joern is also a registered representative of USA Financial Securities. Member FINRA/SIPC. www.finra.org BEE Financial Partners is not affiliated with USA Financial Securities.

Karl and Vicki Joern are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Vicki -OK, TX;  For investment advisory services these states include: OK, TX. Karl - TX. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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