BEE Financial Partners
Financial Services - Houston, Texas, United States
BEE Financial Partners Employees
BEE Financial Partners Details
Helping Individuals and Families financially prepare for today and the uncertainties of tomorrow for FORM - (Family, Occupation, Recreation and Money). Our proprietary process "The Beehive FORMula", a discover, design and deploy strategy, looks at seven financial pillars. Based on your goals, needs and risk tolerance additional solutions are suggested to meet your goals and objectives. For tax and legal advice, we coordinate with tax and legal professionals to find best fit solutions. Your portfolio is adjusted as your needs and goals change in different stages of life.Karl and Vicki Joern offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. BEE Financial Partners is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Karl and Vicki Joern, Independent agents.BEE Financial Partners, Karl Joern and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Karl and Vicki Joern.The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Karl and Vicki Joern, are registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
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