Our Services
Bessette Financial Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions during these turbulent times.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Here's how we can help.....
401k rollovers from your current or former employer so you have control of your money
IRA rollovers to preserve your retirement nest egg
Convert your taxable IRA to a tax-free IRA
Beneficiary planning so you don't unintentionally disinherit your grandchildren
Retirement strategies for income you can't outlive
Retirement Plans -- 401k, IRA, and ROTH accounts
Mutual Funds -- all the well known fund companies
Low Cost Brokerage Accounts
Investment Advisory Services -- with proper asset allocation
529 Education Savings Accounts for your children's and grandchildren's college education
Tax management to reduce your current and future tax burden
Estate planning so your money goes to your loved ones, not the IRS
Life Insurance to preserve your family's way of life
Life Settlements when you no-longer need that outdated life insurance policy
Long Term Care Insurance for your benefit if needed -- if not used, it's left to your heirs, income tax-free
Annuity products
