BEE Financial Partners creates a supportive and beneficial relationship with clients and helps them through important life transitions. It’s what financial planning is all about and what we strongly believe in.
We are a family-oriented business and focus on our clients and their families first. We understand the varied roles families have, including individuals, from caregiver or caretaker, parent, daughter, son, wife, husband, and career professional. Life keeps us busy, but an integral part in any financial strategy is to prepare for the unknown. There is always time to plan, and it’s never too late to start.
Because there are many factors which may change in your situation or the environment, it’s of utmost importance for us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and Social Security laws in order to provide you with the best financial advice for your particular situation.
We are dedicated to providing investment management, risk management, and strategic wealth planning to individuals, families, and businesses.