Arthur S. Littlefield, MBA

Art Littlefield is a highly respected Farm Succession and Estate Planning Coordinator and a Founding Member of the Academy Financial Agribusiness Services Team. For more than 10 years, Art has passionately assisted farm families, agribusiness owners, and landowners, and their families address multi-family and multi-generational succession, wealth and asset protection, tax-advantaged wealth transfer, estate preservation and planning, and tax minimization concerns. A client-centric, holistic, and customized approach is used to thoroughly understand each family’s current and future generational objectives and goals. Strategies are developed to address on-farm / off-farm and multi-generational estate equalization issues. A proactive focus is utilized to evaluate and address the impact of current and possible future tax law changes designed to help protect each client’s legacy by providing advance notice and appropriate alternative strategies. Financial modeling is utilized to develop an understanding of the family’s current situation and to identify existing and probable future issues while also serving as a decision-making tool to demonstrate the likely impact when clients are evaluating the scope of possible solutions.

Areas of Expertise

• Services Provided To:
  • • Farm Families
    • Agribusiness Owners
    • Landowners
    • Multiple Generations
• Planning Strategies Provided:
  • • Generational Succession
    • Wealth Protection
    • Wealth Transfer
    • Estate Preservation
    • Family Harmony
    • Tax Minimization
    • Retirement
• Wealth Management           

Personal Information

Art resides in Naperville, IL with his wife, Debbie, and has two daughters, two step-sons, and five grandchildren. He is an avid lake enthusiast, boater, and fisherman. Art and Debbie are active participants in their church’s Couples Small Group Program.

Community Involvement

Active member at The Compass Church, former Head Usher coordinating a team of 75 volunteers, financial supporter of Wounded Warriors, Tunnel to Towers, KLOVE radio, and local charities.

Certifications

• FINRA Registrations: Series 7 and 66 held through LPL Financial
• Life and Health Insurance Licensed
• Long Term Care Licensed

Education

• Master of Business Administration, Indiana University
• Bachelor of Arts, DePauw University