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  • OSJ@wealthplanfinancial.com

WealthPlan Business Solutions

  2. WealthPlan Business Solutions

Employee Benefits

  • Group Benefits
  • Health Care Reform – Health Benefits
  • 401(k) Plan
  • Long Term Care
  • Disability Income

Executive Compensation

  • Key Employee Retention
  • Deferred Compensation – Synthetic Equity
  • COLI
  • Optimize Pension
  • 3.8% Surtax Planning
  • 1021 and 1035 Exchanges

Business Succession

  • Bench Strength for Internal Succession
  • Exit Planning
  • Buy Sell
  • Keep Sell
  • No B/S (Children Business)
  • No B/S (Partner)
  • Stock Red vs. Cross Purchase
  • Wait & See Buy/Sell
  • Equalization – Business to Children
  • Financial vs. Market Researching
  • Value Gap
  • Management Succession
  • ESOP

Entity Planning

  • Valuation
  • Cash Flow – Working Capital
  • Financial Leverage
  • Tax Planning – C vs. S
  • Opportunity for Growth
  • Industry Risk – Barrier for Entry
  • Risk Management
  • Bridge to Personal Financial Plan
Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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