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Invest in Your Legacy

Invest in Your Legacy

As an owner of a closely held construction firm, you’re faced with many big decisions every day. Contingency and succession planning, retaining key employees, retirement, and estate planning are things you know you need to prepare for, but running your business day-to-day doesn’t often leave time.

With over 20 years of experience in the financial industry, Laura Teter is uniquely positioned to help you with many of the issues crucial to the success and legacy of your business. Her focus on closely held construction firms in the Carolinas means she has the resources you need to develop a plan and implement it. As an affiliated financial professional with Pilot Financial and LPL Financial, the second largest independent broker-dealer in the country, Laura has a wide breadth of resources to assist you with all aspects of financial planning. 

Laura recognizes the unique challenges you face as a business owner and is committed to helping you find solutions that benefit you both now and in the future.

Are you making the most of your working capital?

You have limited choices for investing this money.

But it can be managed to serve more than one purpose, including your future retirement income or retaining your most valuable employees.

The Tough Questions

Succession Planning

Succession Planning

What will happen to your business when you retire or if something unexpected happens?

Employee Retention

Employee Retention

Can you do more to retain and reward your key employees?

Retirement Planning

Retirement Planning

How will you generate income in retirement?

Estate <br />Planning

Estate
Planning

Have you considered the impact of estate taxes to your family and your business?

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