Founder's Story
BEE Financial Partners is a family-oriented business. Life keeps everyone busy, but an integral part in any financial strategy is to prepare for the unknown, especially for you and your loved ones.
Vicki and Karl have been married for over 30 years, have three grown children, two sons-in-law, and five grandchildren. They both enjoy walking, reading, gardening, traveling, and most of all, spending time with family and friends.
Vicki Joern
How many of you have had an “aha moment” that has changed the direction of your life? Let me share 3 “aha moments” that changed mine.
I started my career as an engineer in the Oil & Gas industry but didn’t feel I was achieving what I wanted to in my career; I didn’t have a passion. I realized I wanted to have more of a personal impact through personal relationships than I was able to in the engineering industry.
My 1st “aha moment” occurred when sitting at a funeral of my neighbor. I was surprised a financial advisor was such a good friend they wanted him to speak at the funeral. That’s when I realized I was in the wrong career and I really wanted to have more of a relational impact on people’s lives.
My 2nd “aha moment” occurred when my spouse and I visited with our financial advisor for a review. He never addressed or acknowledge me, my concerns, or asked if I had any questions. What if I lost my husband, he was disabled, we both lost our jobs; could I provide for him and / or our family? My take-away when I left the meeting was “I wondered, how does he treat other women?”.
My 3rd “aha moment” was a family friend in his late 30’s who died unexpectedly from a heart attack. His wife and 3 young children were left without any savings, a mortgage, no income, and a wife with little or no knowledge of what to do.
My “WHY” is because of these 3 “aha moments”. I made a major career change so I can help women and their families financially prepare for today and the uncertainties of tomorrow. That’s why I’m so passionate and committed to helping you make the most of your “aha moments” to get you to and through the retirement you want.
Karl Joern
15 years ago, life was rocking along well. I was game-fully employed in the Energy Industry making over a 6 figure salary, my spouse and I had just purchased a home to fit our family until we retired, and we were living the American dream
with our 2 daughters and son. Our kids where bright with college in their futures, and all three were active athletes in swimming and water polo.
The perfect storm hit, over the next 15 years a different life emerged from the one I thought was going to be our future. Remodeling of our new home took a hit when both, a home remodeling contractor and a landscape contractor, defaulted leaving us with twice the original expense to finish both projects.
Our youngest, son, went on a national water polo trip and was assaulted by other members of his team, leading to a 5 years legal battle. Our middle child no longer wanted to be a college student athlete. Our oldest child changed college career paths.
Vicki and I paid for two weddings and three college educations. Vicki's parents moved in with us. And, I lost my high paying job.
I understand what can happen in short order to a family financially.
As an advisor I help clients prepare for the unexpected. I enjoy working with those who care for the most vulnerable in our society because they tirelessly put their needs on the back burner for those they care for. I want to make sure when an issue arises I am there to help our client's from a financial perspective.
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: