Little Business Wealth Advisors provides families and small businesses with a professional, personalized relationship, one that offers expert advice, full-time portfolio monitoring, and one-on-one meetings to help you with your complex financial needs. Our singular goal is to ensure your desired lifestyle when you retire!.
We offer comprehensive strategies in wealth creation and preservation, retirement income, retirement planning, business succession, and estate planning. And because we are an independent investment and insurance advisory firm, we have access to a wider range of companies and their financial products for your IRA, 403B, 401K, annuity, insurance, and personal investments needs.
We offer comprehensive strategies in wealth creation and preservation, retirement income, retirement planning, business succession, and estate planning. And because we are an independent investment and insurance advisory firm, we have access to a wider range of companies and their financial products for your IRA, 403B, 401K, annuity, insurance, and personal investments needs.
Services
Little Business Wealth Advisors was founded in 2005 by David J. Little, CLU, ChFC, with his two sons Brett Cyril Little and Bradley Jennings Little, with the belief that our clients rely on us for our expertise, personalized service and our best efforts as trusted professionals. David J. Little, CLU, ChFC, is the Founder of Little Business Wealth Advisors, and has almost 50 years of experience in Insurance and Wealth Management.
Little Business Wealth Advisors is a family owned, independent financial and insurance advisory firm whose mission is to provide the highest level of professional and personal service through clear and timely communication, and to fully understand your needs and goals.
We vow to always have your best interest behind any and all recommendations, and will dedicate ourselves to constantly improving our knowledge of the ever changing financial and insurance markets.We offer a wide range of products and services to professionals, families and small business owners.
We vow to always have your best interest behind any and all recommendations, and will dedicate ourselves to constantly improving our knowledge of the ever changing financial and insurance markets.We offer a wide range of products and services to professionals, families and small business owners.
In today's 24-hour-a-day global investment environment, it is easy to feel overwhelmed with the ever-expanding universe of investment choices. Often, investors will follow market trends as an alternative to seeking sound advice e.g. Silver run up in 2011. But trying to achieve financial goals by pouring all of one's assets into the latest stock or commodity tip is not a sound financial plan.
Little Business Wealth Advisors recognizes the simple adage "You work so you don't have to work." Put another way, most people work hard to provide for and to raise a family. You save and contribute to your retirement plans along the way so one day you don't have to work, and you retire with a comfortable lifestyle, travel and spoil the grandchildren.
Fewer employers are offering 401K plans for their employees for numerous reasons (cost, fiduciary liability, etc). If you are fortunate to have an employer sponsored 401K or the non-profit counter part 403B, who is going to help you navigate the myriad of investment options? It is enough to just pick a Target Date Fund and be done with it.
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