Whether it's designing a business succession strategy or coordinating a prudent employee benefits program, your PFC advisor can help you achieve your objective. If you are an entrepreneur, your business has meant everything in your life including providing the freedom to live your personal life the way you desire. The succession of your company can mean further success or failure to the legacy you leave behind. Our firm can help you with planning and implementing the succession plan that will help you protect yourself, your family and the company you've worked so hard to build.
If you are a benefits director, our firm can be an extension to your benefits department by providing access to the design, implementation and service to your group benefits program. We are experienced in creating executive benefits programs including group carveout, deferred compensation, 401(k) mirror programs, etc. If you are concerned about providing a competitive employee benefits package, we can help design programs for small businesses that are used by many of the Fortune 100 companies. Our goal is to help you recruit and retain your employees as well as provide assistance in servicing your benefits department.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.