Here are some startling figures regarding today’s small business owners:

30%

Only about 30% have
a financial plan for retirement.

60%

have never consulted with a financial adviser.

30%

don't know how much money they'll need for a comfortable retirement.

EVEN FEWER COMPANIES HAVE A SUCCESSION PLAN TO KEEP THE BUSINESS GOING

Numbers like those

Are why we do what we do at Longleaf Advisors—

and why we’d be honored to talk with you about your financial needs.

Learn more about

OUR APPROACH

to helping you achieve your goals,

or read more about our services below.

SERVICES WE PROVIDE

We can help you with these challenges and more.

 

Tax Management

Are you paying more tax than you should? We can work as at team with your CPA to review your portfolio for tax efficiency.

 

Retirement Plans and other Employee Benefits

Your employees are more likely to stay with you when you provide them the right benefits. We can help you plan.

 

Succession Planning

When it's time to retire or sell, you’ll be faced with a number of challenging issues. We can make the transition smoother.

 

Protection and Security

They say to expect the unexpected, but that doesn’t make it easier to deal with when it happens. We can help you plan for—and get through—a wide range of business disruptions.

 

Personal Financial Planning

We’re not just about your business—we can also help you personally with financial planning and solid advice.

 

ASK US ABOUT

401(k) installation and maintenance – qualified plan installation & support

 

Employee benefits, consulting, and auditing

 

Key employee retention

 

Business planning and creative solutions to business issues

 

Financial planning

Insurance solutions for life, health, disability and long-term care

 

Wealth management

 

Retirement planning

 

Family meetings for business and estate planning

 

Financial counsel
and advice

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact:

(803) 791-1111     info@longleafadv.com

171 Lott Court, West Columbia, SC 29169

RETURN TO TOP

All figures are as of Jan. 1, 2017.  /  Copyright 2017 Longleaf Advisors

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC

 

Cetera is under separate ownership from any other named entity.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisory listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Advisor Networks LLC site at www.ceteraadvisorsnetworks.com.

 

 

SIPC         |         FINRA        |       Privacy Policy        |       Important Information        |      Business Continuity Plan

Longleaf Advisors

Longleaf Advisors

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC

 

Cetera is under separate ownership from any other named entity.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisory listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Advisor Networks LLC site at www.ceteraadvisorsnetworks.com.

 

 

SIPC        |      FINRA        |       Privacy Policy

 

Important Information        |       Business Continuity Plan