Brett Cyril Little, President
559-320-0272
bc@bclittle.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Serving Our Clients Independently Since 1969

Welcome to Little Business Wealth Advisors

Little Business Wealth Advisors provides families and small businesses with a professional, personalized relationship, one that offers professional 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 will also work with your other trusted professionals, or can recommend someone from our local team of Strategic Partners, to assist you in all other areas of complex financial planning.

An hourly, annual or fee based platform is available so that we can better serve our clients. No matter how simple or complex the situation, we will be able customize your personal financial strategies.

Call us TODAY at 559-320-0272 to schedule your complimentary, no obligation "get acquainted" meeting.

Newsletters

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

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