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
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: