Financial Products & Services

At BeeSure Wealth Management, our goal is to provide the client with the options they require for their money. Why put all your eggs in one basket? BeeSure Wealth Management provides a broad array of investment types. David provides complimentary guidance on products and investments that he feels offer "safety first" and will offer a good return for his clients.

The number one concern for Retirees is outliving their money. So, retirees are saying the number one thing my money provides for me is "security." However, most people have their money invested in places where there money is 100% at risk of loss. We think that the most important sound financial advice you can get comes from yourself. The staff of BeeSure Services is here to help you eliminate any questions you have regarding your financial picture. The process we have developed at BeeSure Services, Inc. is a continuous analysis and review of circumstances, portfolio and needs. Your finances are as unique as you are. Why should your finances try to fit into a cookie cutter type of situation? At BeeSure Services, you get customized attention to your finances and your needs.

To become a client with our firm, David asks that you attend one of our complimentary dinner seminars or educational workshops followed by a 30 minute, no obligation, free consultation with David. During this seminar, David will outline a variety of investment possibilities that may be right for you. You are unique and individual as your investments, and desire personal advice. Investing is not a one size fits all situation and shouldn't be treated as though it is.

If you feel David is the right fit as your financial advisor, or has products available that fit your investment objectives, we will schedule a short meeting in our office. Hard to believe that in today’s society, you aren't charged for dinner or the office meeting! Can you believe it? This process helps us determine whether we are the right fit for one another.

That’s it. A complimentary dinner at a prominent local restaurant, then a short meeting with David. If you feel like this is something you would like to do -- to determine if BeeSure Wealth Management is the right firm for you -- please contact us as soon as possible to schedule your complimentary dinner seminar!

Offering the Hottest IRA annuities and paying a first year return guaranteed of up to 15.5%

Tax Services

At BeeSure Tax Advisors, we’re dedicated to preparing your federal, state and local income tax returns to your complete satisfaction. Our knowledgeable staff will spend time with you determining your tax liability, identifying all the deductions you’re entitled to, and working to get the biggest refund you deserve.

SENIOR SPECIAL -- $49

Other plans cost $69, $89 or higher depending on the complexity of the return. This excludes rental properties, sole - proprietorships, corporations and more than 10 capital gain entries, etc.

Peace of Mind Guarantee

For an additional $50 you can purchase our peace of mind guarantee. If for some reason you are audited we will fight with you and stand behind our work, if we commit an error while preparing your return.

Our Guarantee

When you pay for tax preparation at BeeSure Services, Inc. you are automatically covered under our basic guarantee. We ensure that your taxes are going to be completed in a timely manner and accurately. We are committed to quality. All of our returns are triple checked before they are returned to you, our valued client.. We use the latest software when preparing your return. DRAKE software is used by national chains such as AMSCOT. At BeeSure Tax Advisors we guarantee, a personal touch!

Legal Plan

Ever need to speak to an attorney regarding a legal issue but don’t want to pay $250 per hour for a consultation? For a low monthly fee of $26 or less, the Company's legal expense plans (referred to as memberships) offer a variety of legal services in a manner similar to medical reimbursement plans or HMOs, but for less than the cost of a cup of coffee a day.

Free Legal Benefits

Will

Living Will

Power of Attorney

Healthcare Surrogate

Other included services are Legal Consultation & Advice, Letters & Phone Calls, and Contract & Document Review.

Protect Yourself from Identity Theft and Fraud

Credit Report Monitoring

Suspicious activity will be brought to your attention with early detection.

Identity Restoration

With Identity Theft Shield, a trained expert will take the steps to restore your name and credit for you! Fraud Notification Alerts will be sent on your behalf to all three credit bureaus, Social Security, Federal Trade Commission and other financial institutions.

You will have access to a toll-free number to report any discrepancy in your credit report. If the discrepancy is identity theft, a Fraud Restoration package will be rushed to you and an investigator will assist you every step of the way.

DON'T WAIT UNTIL IT HAPPENS TO YOU!
Enroll and get peace of mind today!

Plan benefits are delivered through a network of independent provider law firms. Members have direct, toll-free access to their provider law firm rather than having to comb through a yellow-page style directory for a referral. Provider firms are carefully selected and the quality of service is closely monitored to maintain the highest standards.