Beebe Financial Services

Larry E. Beebe, CLU®, CHFC®, AEP®

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.

Disclosures