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Business Planning

As business owners, Highland Trust Partners understands how important it is for a business to put strategies in place to attract employees, protect the business from loss, and assure the business will succeed for generations. Several areas we will discuss:

  • Retirement Plan Benefits
  • Buy/Sell Agreement Review
  • Legacy Review
  • Key Man Insurance
  • Cash Flow Analysis
  • Employee Stock Options
  • Deferred Compensation

Securities offered through LPL Financial, MemberĀ FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Integrated Financial Group, a registered investment advisor. Integrated Financial Group and Highland Trust Partners are separate entities from LPL Financial.

Not FDIC insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit