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InvestorServices is positioned to assist you in charting the financial course of your enterprise. As part of a team of financial (investment and banking) professionals located at City Bank we can provide a truly comprehensive look at where your business operations currently stand, as well as help you develop a strategy for the future.
Financial ReviewTake advantage of a confidential, no-obligation review of your current financial situation. Our thorough approach provides an extensive overview of your current financial condition, both personally and professionally.
Financial PlanningOnce your review is complete, a comprehensive investment strategy (based on your priorities and unique needs) will be designed to address your financial goals – business and personal - no matter what life or the markets throw at you. Most importantly, your plan will be:
Once your strategy is established, we will meet regularly to review your progress, discuss evolving situations, and determine whether any changes are necessary. Studies show that investors who have a financial plan and meet regularly with a financial professional are less likely to panic and pull out of the market at the wrong time.*
*Source: “Financial Advisors and Boomers: Regular Use May Be Beneficial to Your Wealth.” Retirement Income Industry Association Strategic Study Series, January 2010.
Business SuccessionYou’ve worked hard to build your business. Aside from the financial component, you’ve invested your time, not to mention copious amounts of blood, sweat and tears. Let our professionals show you how to protect that investment, and help you pass the business on to family members, trusted key employees or position it to sell on the open market – all in a prudent and tax advantaged manner. After all that hard work, you owe it to yourself to maximize your departure alongside your returns.
Employee BenefitsEmployee benefits are a valuable asset to every small business. The right benefit package will help you attract and retain the best employees – enhancing your competitive edge and keeping your company on solid financial footing and a strong growth track.
As a successful business owner, you know there is one constant in life and in business: Change. How you manage change plays a significant role in your success. InvestorServices supports business owners with retirement planning strategies designed to meet the unique needs of their employees and themselves. However, in an era of ever-changing government regulation, even a well-designed retirement plan can become obsolete. Our philosophy is to not only meet your current needs, but to position you and your employees to take advantage of future opportunities as they arise. We will help you choose from a wide range of benefits, including;
Defined Benefit Plans
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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