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Our focus is in the Business Succession and Estate Conservation areas. We do, however, assist many clients with their 401(k) and pension rollovers.
Our typical client is a business owner with a gross estate of five million dollars and up, or one million in investable assets. We assist business owners in developing a business succession plan that will help protect his or her family and surviving shareholders in the event of premature death, and living buy-outs.
The second phase of our work assesses possible Estate Tax liabilities for our clients. Through a team effort with our client's tax and legal advisors, we help them reduce estate taxes, and see that their assets go to their heirs.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Larry Beebe is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of OH, MI, IN, FL. No insurance business may be conducted outside these states referenced.
Larry is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer (419-244-8311). In this regard, this communication is strictly
intended for individuals residing in the states of OH, MI, IN, FL. No offers may be made or accepted from any resident outside the specific states referenced.
"Beebe Financial Services" DBA is not owned or operated by NYLIFE Securities LLC or its affiliates.
Larry is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states
of OH, MI, IN, FL. As such, these services are strictly intended for individuals residing in OH, MI, IN, FL.
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