Risk Management
Risk Management in finance is mitigating the adverse effects of loss by continually identifying, analyzing, and evaluating areas effected by loss. Some types of loss are property, income, liability, personnel, and health.
Building a strong strategy beginning with a financial plan is first. Understanding client risk and clarity of these risks is important. Planning for the effects of loss and adjustment of the financial plan, is important and needs adjusting throughout life as client goals and needs change.
Once risk is identified, it is important to educate the client so he/she can make a sound decision how to proactively treat the threat. Continued monitoring of this threat so if the risk changes along life transitions adjustments can be made.
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: