Wealth Management | Business Planning
We serve select business owners, executives, and high net worth families. Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time. We understand that this is an ongoing process, and not a quick analysis with instant solutions. Our approach is to take a long term perspective and treat it as an ongoing process.
C&P Wealth Management specializes in retirement, employee benefit, and individual planning for organizations and their employees. We help organizations attract and retain quality employees and help individuals accumulate and preserve assets. We use a consultative approach to design, implement, administer, and service retirement, employee benefit, and individual financial plans. We are excellent at helping clients from the initial, often difficult, decision making and design process through to implementation and service. We act as an advocate whose job includes ensuring that your plans run smoothly.
- Executive benefit planning
- Deferred compensation
- Long term care insurance
- Buy-sell agreements
- Buy-out agreements
- Key person insurance
- Business overhead expense insurance
- Split dollar insurance
- Corporate owned life insurance
- Executive bonus – 162 Plan
- Rabbi trust
- Installment sales
- Self-canceling installment note
- Grantor retained unit trust
- Grantor retained annuity trust
- Grantor retained income trust
- Gift leaseback
- Family limited partnership
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.