Our approach to serving the investment service needs of our commercial clients revolves around a network of professional service firms we trust. We know our clients well, and refer them to a local Wealth Management professional best suited for their unique business needs. This approach enables us to create a team of experts to care for the various financial service needs of the business, its owners, and its employees. The Wealth Management experts we recommend offer a wide range of Wealth Management services, including:
- Business Retirement Plans
- 401K Plans
- Self-Employed Retirement Plans
- Key Man Insurance
- Buy Sell Agreements
- Succession & Exit Planning
Contact us to explore how our referral network can be of assistance to you and your business needs.
Wealth management and investment firms we refer clients to provide services that are NOT FDIC insured, NOT bank guaranteed, NOT deposit products, and may lose value.