CHISHOLM TRAIL FINANCIAL GROUP

CONNECT

Address:

109 South Harris Street, Suite 220
Round Rock, TX 78664

Phone:

512-671-7526

Fax/Other:

512-671-7527

Mike Bessner, LUTCF

Mike Bessner, LUTCF

Financial Professional

BUSINESS PHILOSOPHY

As a Financial Services Representative, I create value for clients by providing them with the professional experience necessary to help them achieve their financial goals by offering ongoing service and advice as their needs change.  I focus on helping to develop financial solutions for individuals, families, and small business owners.  To help implement these solutions, I offer a variety of financial strategies, services and products.  Acting as an advocate for my clients, I commit to helping solve the complexities of my clients’ financial lives by demonstrating my dedication and professionalism above many others in this industry.

 

PRODUCTS AND SERVICES

•  Fixed and Variable Annuities*

•  Charitable Giving Strategies

•  Disability Income Insurance

•  Estate Conservation Strategies

•  Education Funding Strategies

•  IRA Consolidation/Rollovers

•  Long-Term Care Insurance

•  Mortgage Protection (through life insurance and disability income insurance)

•  Lump Sum Pension Distribution

•  Pension Payout Alternatives

•  Pension Transfer/Rollovers

•  Mutual Funds*

•  Tax Sheltered Annuities, 403(b) Plans

•  Term Insurance

•  Universal Life Insurance

•  Variable Universal Life Insurance*

•  Whole Life Insurance

*Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC.  Lincoln Financial Securities and Chisholm Trail Financial Group are not affiliated. LFS-1483203-042616

 

QUALIFICATIONS

•   Licensed to sell Life & Health Insurance

•   Registered Representative of Lincoln Financial Securities*3254

•   Life Underwriter Training Council (LUTCF) Member

•   5 Time Leaders/Club Conference Qualifier

•   Recipient of the Triple Crown Award

•   Past Member of the Million Dollar Round Table

•   21 Years in the Financial Services Industry

 

PERSONAL

•   Lifelong resident of Austin, Round Rock, Pflugerville

•   Family:  Wife of 40 years - Deanna; 7 children and 5 grandchildren

•   Hobbies: Sports officiating, Golf, Family

  

ORGANIZATIONS

•   Member of Pflugerville, Round Rock and Hutto Chambers of Commerce

•   Past Chairman of Pflugerville Chamber of Commerce

•   Member of Knights of Columbus – 35 years

•   IBM Retiree

•   President, Travis County ESD #2

 

 

 

 

 

Phone (512) 671-7526 ext.109
Fax (512) 671-7527