Financial Services for Businesses

Legacy Financial Partners provides a variety of services specifically for businesses.

Michael R. Scotch

Buy-sell agreements (reviewing and funding)

*Cambridge and the representatives do not provide tax or legal advice

Simple IRAs

 

We are here to help with implementation of simple IRAs, including a review of current investment strategies and current cost structures on existing plans.

Employee benefits programs

 

Our services include health, life, long-term care, AD&D, 401k, 403b, deferred compensation, profit sharing, short and long term disability insurance. With our help, you will see a variety of tax benefits, which thereby helps with employee retention and recruiting.

Deferred compensation and profit-sharing programs

 

Let us help you shop existing plans for a better value and benefit for your business and your employees. We will then help you implement a plan, which in turn helps with employee retention and increases tax benefits.

401k, 403b and retirement plan reviews

 

We are here to help with implementation of 401k, 403b and retirement plans, including a review of current investment strategies and current cost structures on existing plans.

Key person insurance

 

We provide rates and terms for new policies and we review existing policies for better rates and benefits. We provide you, the employer, with greater peace of mind in the event that a key employee passes away.

We can assist businesses with a wide array of Qualified Employer Sponsored Plans. Implementing these plans usually provides a tax benefit to the employer and is a good method of retaining valuable employees. While Non-Qualified Employer Sponsored Plans are funded by the employer and may offer more flexibility, they do not meet ERISA guidelines and do not qualify for the same tax benefits as qualified plans. Below is a list of employer sponsored plans available through Legacy Financial Partners.

 

Business succession planning

 

It’s important to plan how you will successfully exit your business, and we are here to help navigate the situation. This topic encompasses many other issues in the financial services industry. We work together with you, the business owner, your attorney and your CPA to help identify a succession plan. We then implement that plan in order to help you either sell or transition the business to the next generation, a third party or a key employee.

Business money management and investments

 

We can help provide full asset management for business investments and we review existing portfolios for better allocations and possible fee reductions.

 

1400 E. 9th Street, Suite A Alamogordo, New Mexico 88310

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©2017 Legacy Financial Partners | Financial Advisors in New Mexico - All Rights Reserved.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor Cambridge and Legacy Financial Partners are not affiliated. Registered in New Mexico, Texas, Colorado, South Carolina, California, Hawaii, and Alaksa.

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