Wealth
Accumulation and Management
Our Wealth Accumulation and Management team can guide you
and your family in taking advantage of several essential tools of long-term
wealth-building. Among these are:
- 401(k) and Profit-sharing Plans
- Business Continuity Planning
- Estate Planning
401(k) and
Profit-sharing Plans
As most business owners recognize, 401(k) and
profit-sharing plans are excellent employee hiring and retention tools. These plans
also benefit company owners. At L&G, we have been recommending and setting up
customized plans specifically for construction companies for many years. For example, one
type of plan we offer maximizes tax benefits available to owners and key employees. We
would be happy to work with you to determine the kind of plan your company needs.
We also offer complete 401(k) plan servicing, including
on-site visits to your company to educate your employees about the importance of saving
for retirement. Our plan experts can oversee the entire process: enrolling your employees,
administering the plan, providing annual reporting to the government, and providing
quarterly and annual statements to employees.
Business
Continuity Planning
What will happen to your business when – by choice or
by accident -- you are no longer at the helm? Because many of our clients are family-owned
or closely held construction companies, the issue of business continuity planning has been
an essential part of our practice for decades. We know from experience that it is very
important to have a plan in place should something happen to you or another key person in
your firm!
In formulating a business continuity plan, we talk with you
at length about your personal, family, and retirement goals; get input from the two
certified valuation experts on our staff; and recommend a course of action for your
consideration. An experienced attorney then drafts the necessary legal documents
describing your custom-designed business continuity plan.
Estate Planning
Do you have a will? If not, why not?
Estate planning can be difficult to "get around
to" – but at L&G, we view this service as simply one more aspect of a
well-integrated financial life. As with business continuity planning, we work with you to
gather information and make recommendations, after which we ask an experienced estate
planning attorney to draft the necessary legal documents. We have taken great care to
streamline this process to give you peace of mind, with minimal anxiety, at a reasonable
cost.
Securities offered through 1st Global Capital Corp., Member NASD/SIPC.
We currently have individuals licensed to offer securities in the states of Alabama, Florida, Georgia, North Carolina, South Carolina, and Texas.
This is not an offer to sell securities in any other state or jurisdiction.
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