1010 North Elm Street,
You’re building your business. I’ll help you build 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 Lincoln Financial Securities, 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.
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.
What will happen to your business when you retire or if something unexpected happens?
Can you do more to retain and reward your key employees?
How will you generate income in retirement?
Have you considered the impact of estate taxes to your family and your business?