We understand what small business owners are looking for and provide access to a wide range of services available through INVEST Financial Corporation all of which are designed to meet the needs of this group. Our representatives can help answer questions relative to:
- What sort of tax advantages can I expect?
- What are my options if I have, or don’t have, employees?
- How much plan administration will I have to do?
- Can I fund my employees’ accounts?
- How can I maximize my contributions?
Our priority is to understand your overall financial affairs and planning so we can identify strategies that help you achieve your goals. We provide access to high net worth planning opportunities through INVEST, which include:
Estate Planning
- Planning your estate to minimize income tax and probate fees at death
- Effective income splitting strategies
- Intra-family gifting and generation skipping
Life Insurance Strategies
- Tax effective life insurance purchases
- Identify situations to consider insurance funding
- Effective financing using insurance
- Examine insurance as a planning and investment tool
- Succession Planning
- Orderly transfer of business to next generation
- Dealing with family members involved and not
involved in the business
Reorganizations
- Effective split up of assets among family members
- Asset protection strategies
- Charitable Gifts
- Timing and structure of gifts to maximize tax credits
Executive Compensation
- Issues relating to retirement planning
- Executive benefit plans
- BOLI, COLI policies
Wealth Management
- Asset Allocation and financial modeling
- Investment management in Retirement
- Equity management risk
- Structured bond portfolios
Asset Management Services
- Personal asset management of individual portfolios by asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses on the selection of investments for and the subsequent monitoring of client portfolios. Representatives are available to assist their clients in determining if professional asset management is in the client’s best interest and then to introduce them to various management opportunities.
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Securities, advisory services and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment adviser, and affiliated insurance agencies. INVEST Financial Corporation does not provide tax advice. Please consult your tax adviser for guidance on your particular situation. INVEST is not affiliated with Charlotte State Banc Investor Services.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
11dt3418-0810-52420
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