ENTREPRENEURS 

You have the drive and dedication to be your own boss. Why not be the boss of your retirement? We offer services specifically aimed towards business owners, such as:


    How should I structure my business? S-Corp, Partnership, or C-Corp
    Should I start a retirement plan through my business?
    What other benefits should I offer through my business?
    What tax saving strategies are available for my business?
    Should I set up a succession plan for my business and how do I structure           it?
    Is my family protected from my business liabilities?
    I am thinking of selling my business, how can I do that the most tax                   efficient way?

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and SouthernPoint Investment Partners are separate entities from LPL Financial.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, PR

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