Broker Check

Business Owners

Businesses face a number of unique challenges – ranging from attracting and retaining key talent, to protection against risk, and planning for succession or sale.

We serve many local businesses with a range of strategies and solutions including:

  • Retirement planning (401(k), SIMPLE IRAs and SEPs)
  • Buy/sell agreement funding and succession planning
  • Executive compensation and benefits
  • Qualified and non-qualified benefit plans
  • Tax efficient strategies                   

Business-Owners

Eureka Mill Lincolnton