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.
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: