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About Us

Bee Street Advisory Group's Primary Purpose

We bring together seasoned professionals with broad-based financial, tax, insurance, and investment experience to create a full-service client-oriented team to offer high quality financial advice for individuals and businesses.  

Bee Street's team understands financial, tax, retirement, insurance, and estate planning requires the integrated, coordinated, and ongoing management of an individual or business financial concern. A comprehensive financial plan is more than a document, stack of investments and insurance policies, and more than a file of fact- and feeling finding information about a specific client; it is a continuous process of implementation and monitoring. 

Most individuals and businesses deal with a number of specialists, such as accountants, investment advisors, lawyers, insurance agents or brokers, Human Resource departments, government agencies, bankers, and realtors; being forced to integrate these different areas of their financial lives on their own. This often produces less than optimum results. A Bee Street financial planner strives to assist the client in meeting his or her goals and objectives by working through the multiple specialists’ and challenges.

A Bee Street Financial Planner performs as the quarterback of the client's team of advisors. Being the quarterback entails effectively understanding and deploying the languages and concepts of taxes, insurance, investments, employee benefits, retirement planning, and estate planning. The Bee Street Financial Planner is in the unique position of understanding all aspects, by coordinating their work, and coalescing the plan for the client. We face a world of ever-increasing financial complexity. More and more people are seeking the assistance of a professional who can focus on, and keep up with the numerous changes that can affect them.

How We Got to Today

Knowledge is power

Knowledge is also the foundation for well-considered decisions. When you have retirement in sight or have reached that stage of your life, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Many of our clients ask "Will I outlive my money?"

Bee Street will help you answer that question and many more through proper financial planning. See FAQ Page.

We invite you to discover and experience our wide range of services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits every individual, which is why every client receives our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, striving to use the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.