Wealth Management
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Customized Financial Solutions for Businesses
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SWBC understands that as a business owner, you need additional advice in critical areas that affect your long-term success. We can provide solutions for business continuity to protect against the untimely loss of a key employee and provide executive compensation plans to reward and retain your executives and employees.
- Investments
- Retirement Plans: 401(k), 403(b)
- Profit sharing, SEP, SIMPLE
- Deferred compensation plans
- SERPS
- Key person insurance
- Buy/sell agreements
- Split dollar plans
- Executive Benefits
Let SWBC Investment Services offer your business valuable investment opportunities that will help you and your employees work towards a secure and successful financial future.
Contact us or call 1-866-252-1920 for more information.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC does not provide tax advice. Please consult your tax professional for tax advice.