In the world of financial planning, there are four key areas where we can assist business owners. They are:
- Employee Benefits
- Key person insurances
- Buy-Sell Agreements
- Business succession planning
We can explore ways to help you save money on your benefits package while adding value and security to your benefits offering.
Both Shawn and Fred have spent their careers in the business world and, as a result, can communicate effectively with you to help deal with any or all of the financial risks of owning your own business.
Important Disclosures
Securities products and investment advisory services offered through registered representatives and investment advisor representatives of Tower Square Securities, a broker/dealer (Member
FINRA/
SIPC) and a Registered Investment Advisor. Bristol Financial Services is not affiliated with Tower Square Securities. Neither Tower Square Securities nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.
Representatives in this office are registered to offer products and services in the following states - VT, NH, CT, ME, NY, GA, CO, CA, NJ, MA, MI, OR, VA, NE, UT, IL, NC, PA, DC, KY, and FL. Registrations vary by representative.
Investment Advisory Services offered in the state of Vermont.
L0210086043
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