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For Business Owners
Retirement Plans
Plan design and investment product selection to employee education, we are here to assist our business clients in the design and implementation of employee retirement plans to suit the specific needs of their company. Plan designs range from 401k's, Profit Sharing, Defined Benefit Plans to ESOPs, and Non-Qualified Deferred Compensation Plans. 

Key Man Protection and Executive Incentive Plans
If one or more people in your company play a significant role in the profitability and productivity of the business than insuring them makes good business sense. A premature death or long term disability could financially destroy a business. Also, providing long term incentives to these key people is prudent to provide stability and longevity.

Buy Sell Agreement Funding
We assist the business owner(s) with strategies for buy-sell agreements as well as support with the funding implementation. 

Succession Planning
For many owners of small or closely-held business, realizing a retirement goal means selling their business. Oftentimes, the business is the largest single asset in his or her portfolio. Long range planning to help ensure the funding is available to the designated buyer can mean an on-time retirement. We assist in evaluating viable strategies and funding plans and implementation support.
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This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer and member FINRA & SIPC. 2801 Hwy 280 S, Birmingham, AL 35223; 800-288-3035
 


Check the background of this financial professional on FINRA's BrokerCheck.