Business Retirement & Employee Benefit Planning
Making the right decisions about your retirement program can be difficult. Professional guidance and direction can be important to the success of your plan. Luckily, Pinnacle Bank is here to help. We have partnered with INVEST Financial Corporation to bring you retirement plan strategies designed to meet the needs of corporations, partnerships and sole proprietors.
If you are establishing or managing a pension plan for your business, the INVEST Representative can help provide the information you need to make informed financial decisions. There are many retirement plans available. Determining the best features and benefits for both the business and your employees can be complex, but it doesn't have to be difficult. INVEST offers these services:
- Pension plan analysis
- Plan administration services
- Prototype plan documents
- Investment selection
- Group insurance needs
By combining these services with INVEST's life insurance services, the INVEST Representative can provide business owners buy/sell plans, non-qualified deferred compensation programs, executive bonus plans, split dollar, key man and estate planning.
Businesses should review all of their options before adopting a retirement program. INVEST's comprehensive planning services are designed to ensure the selected plan will meet your company's needs today and for years to come. Our goal is to consult with the employer at the outset, to help employees enjoy retirement in the future.
If you would like more information on Retirement Plans, Profit sharing Plan, 401-K Plans, or SEP/IRA's, call Jeff Falke, the INVEST Representative at 706-283-2854.
INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Pinnacle Bank. Products offered are: • Not FDIC insured • Not a deposit or other obligation of or guaranteed by any bank • Subject to risks including the possible loss of principal amount invested.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attemping to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.