Wealth Management Services

Our team has vast financial solutions available to our clients. Whether you own a business, are nearing retirement, or just beginning your financial journey - we have the knowledge, capabilities and product suite to help our clients achieve their financial goals. 

Business Planning

Buy/Sell Funding

Key Person Plans

Succession Planning

Corporate Retirement Plans

Executive Benefits

Insurance Planning

Workplace Benefits Planning

401(k) Plans

403(b) Plans

Defined Benefit Plans

Profit Sharing Plans

Worksite Insurance Plans


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@successionwealthplanning.com   |  859-219-4337