Business Owners

Business Owners

Business owners often need assistance gaining direction for their business, determining how to financially manage growth, provide retirement and other benefits to their employees, and plan for their own retirement.

Common Financial Concerns*

  • Personal Retirement Planning
  • Pension Planning
  • Business Continuation and Succession Planning
  • Business Direction
  • Financially Managing Business Growth

*Securities and Advisory Services offered through United Planners Financial Services

This information is intended for use only by residents of California (CA), Florida (FL), Georgia (GA), Iowa (IA), Maryland (MD), Michigan (MI), Mississippi (MS), Missouri (MO), New Mexico (NM), North Carolina (NC), Ohio (OH), Texas (TX), Vermont (VT), Virginia (VA), and West Virginia (WV). Securities and Insurance-related services may not be provided to individuals residing in any other states. Eric Nichols is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services. Member FINRA/SIPC. Nichols Financial and United Planners are not affiliated.

Dave Ramsey SMARTVESTOR® and its affiliates are not affiliated with United Planners Financial Services Member FINRA/SIPC. This should not be construed as an endorsement or recommendation by any individual or entity.

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