Our Goal
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for families, individuals, and business professionals. The Beehive FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
The Beehive FORMula focuses on three D’s:
Discover
• What do you want to accomplish?
• What is essential to you?
Design
• How will we get you there?
• What services are the best fit for you?
Deploy
• Financial and legacy planning
• Customized strategy implementation
• Ongoing continuous service
• Building a lasting relationship
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.