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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

writing

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

 


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