Financial Services

A vital part of any financial strategy is to prepare for the unknown. If you become ill or pass prematurely, how will your family manage without your income? Also in retirement,

you will be spending your money differently, so learning how to manage your income during the life transition is essential to have greater confidence about where you are in life.

We offer a wide range of solutions.

Services for Individuals

We feel strongly about working with individuals who are in charge of their own finances or their families. 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 includes:

  • Retirement and Planning

  • Divorce

  • Elderly Parent Care Management

  • Sudden Wealth Management

  • College

  • 401(k) and IRA’s

  • Social Security

  • Medicare

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 you and 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 includes:

  • Calculating Your Future Cash Flow Needs

  • Business Succession

  • Long-Term Care Planning

  • 401(k)s – (Roth and Traditional)

  • Key Man Insurance

Contact

info@beefinancialpartners.net

832-698-2010

9950 Cypresswood Drive,

Suite 200, Houston, TX 77070


Investment advisory services are offered through Bee Financial Partners Wealth, a Registered Investment Advisor. Investments through Bee Financial Partners Wealth are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.



Are Not FDIC Insured


Are Not Bank Guaranteed


May Lose Value


Are Not Deposits


Are Not Insured by Any Federal Government Agency


Are Not a Condition to Any Banking Service or Activity