Executive Benefit & Financial Planning Services

The Besselman & Little Agency aids business owners in preserving the financial integrity of their organization by providing key Executive Benefit & Financial Planning Services.

EXECUTIVE BENEFIT SERVICES

Business Continuation

• Buy Sell
• Stock Redemption
• Key Man Service

Executive Retention

• Deferred Compensation
• Employee Stock Options Plan

Estate Preservation

FINANCIAL PLANNING SERVICES

Annuities

• Variable
• Fixed

IRA’s

• Traditional
• Roth
• IRA Rollover

Asset Allocation

• Mutual Funds
• Money Manager
• Stocks and Bonds

Business Retirement Planning

• 401K
• 403b
• Safe Harbor
• Profit Sharing
• Simple IRA
• SEP IRA