Work toward building the financial future you want for your business
There's no one-size-fits-all investment plan; your situation, goals, and needs are unique. At Salem Five, we start by asking questions and listening to you in an effort to fully understand your investment needs. At Salem Five, you’ll work with a dedicated advisor who you’ll work with one on one. This professional guidance can empower you to make informed financial decisions for you and your business.
Maybe you plan to travel the world, or one of myriad other retirement activities. But that kind of retirement planning can only come to fruition if you start investing and getting organized.
Retirement Planning
Get financially prepared for the future
- Tax advantaged 401(k)s
- Tax advantaged IRAs
- Plan for future healthcare needs
- Manage risks
Specialized compensation packages to attract, retain and reward key leadership.
More Details
Executive Benefits a key strategy for Wealth Planning
- Financial Plan
- Insurance Audit
- Estate Plan Review
- Informal Business Valuation
Prepare for the transfer of ownership and management of your business to new leaders or owners.
Succession Planning
Plan for the efficient transfer to the next generation
- Preserve wealth
- Minimize tax liabilities
- Protect your financial legacy
- Safeguard business philosophies
Risk assessment enables the identification and mitigation of financial challenges. It informs asset allocation, investment diversification and overall strategic planning, while ensuring regulatory compliance and transparency.
Strategies and Tools
Proactively plan to mitigate risks
- Identify, analyze, mitigate financial risks
- Inform decisions for asset allocation
- Insurance Review
- Regulatory compliance
Meet the Team
We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®), and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages 1 billion in assets for our clients using a comprehensive financial planning approach.
Do you have questions or need more information?
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.