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Our Mission

The Bee Street Advisory Group Mission Statement:

"To use comprehensive Financial, Tax and Insurance Planning to assist clients in meeting their personal and financial goals, plus objectives for their family, small business, retirement, income, debt management and leaving a positive legacy."

How We Work

 Our mission is to get to know and understand your needs, wants, and long-term goals. We work to help you develop, implement, and monitor a strategy that is designed to address your individual situation.

We understand many challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize our resources to help you pursue your goals. 

We believe in thinking “outside of the box” by challenging conventional wisdom in our approach to investing and to preserving wealth. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction. 

A Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output includes a Color of Money score. The short, interactive analysis is one of the first steps on the road to a comprehensive and personalized financial plan. To start the process of seeing how we can help you get your "Color of Money Risk Analysis" under way click here

One of our Most important objectives is to develop a long-term, trusting relationship with you.

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.