Value-Added Services
What are value-added services? Value-added services are those services which enhance or add value we offer for our clients. There are many services we offer to help our clients.
In planning, to mention a few, we look at Social Security optimization, pension distribution vs. lump sum distribution, risk, and Medicare solutions. Have you gotten medical and durable powers of attorney? Do you want a DNR (Do not resuscitate)? Have you planned for your funeral?
Education is another area where we can help. An educated client is a client who can make a sound decision on a way forward. We can educate clients on various investment vehicles. We have given seminars on Medicare, Social Security, Long-term care, Medicare, and Taxes. When we are not as familiar with a topic, we will ask someone educated in an area to present to our clients, like funerals.
We network with various groups so we can help our clients in areas where they might need help. An example of this is networking with Long-term care and cognitive impairment groups and facilities.
These are some of the value-added services we offer, but there are many more.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional
for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Bee Financial Partners
is not affiliated with or endorsed by the U.S. Government or any governmental agency. Bee Financial Partners has a strategic partnerships with tax professionals and attorneys who can provide tax and/or legal advice.
Contact
info@beefinancialpartners.net
832-698-2010
9950 Cypresswood Drive,
Suite 200, Houston, TX 77070
Investment advisory services are offered through Bee Financial Partners Wealth, a Registered Investment Advisor. Investments through Bee Financial Partners Wealth are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.