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Every successful investment strategy depends on three things: goals, time horizon and tolerance for risk. You need a financial advisor who will take the time to understand what each of these criteria means to you, and then work with you to design an investment strategy as unique as you are. Here at Besselman Wealth Planners, we do this and more.

Your goals are the driving force behind the financial guidance we offer. As corporate investment advisor representatives of FSC Securities Corporation, we select the products and strategies that are right for you. These strategies may include:

Individual Planning

  • Investment Management
  • Retirement Planning
  • IRAs (Traditional, Roth, Rollovers)
  • Estate Planning Strategies
  • College Planning
  • Insurance: Health, Life, Disability Income, Long-Term Care, Dental & Vision, Annuities
  • Medicare Supplement

Employee Benefits

  • 401(k)s, 403(b)s and Simple IRAs
  • Simple Employee Pensions (SEP) and Defined Benefit Plans
  • Group Insurance: Health, Life, Disability, Long-Term Care, Dental & Vision
  • Employee Stock Options and Profit Sharing

Executive Planning

  • Business Continuation Planning
  • Buy-Sell Agreements
  • Key Man Life Insurance
  • Deferred Compensation

With our clients, we are in it for the long-haul and enjoy building multi-generational relationships founded on trust and care. Contact us today to get started.

Want to learn more? Contact us today!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  504-831-3506