While many advisors have probably planned for their retirements with wills and living trusts, most have not planned for the continuity of their business or clients’ investment relationship. That is not the case at Premier Wealth Management®. We encourage our reps to have a formal written business continuation and succession plan. At Premier we will work with you to develop such a plan.
Access to an Array of Continuity and Business Consulting Services
Emergency Contunity Protection
Non-Emergency Contunity Protection
Acquisition Financing for Qualified Borrowers
You Can Feel Confident
You can feel confident that we have looked at the future of our business and chosen a path that will allow us to preserve the independence and control that we have built over the years.
We Will Work With You
We have plans in place for a number of our reps. For those who do not have a plan we will work with you to put a plan in place.For more information on succession planning please contact our office and we can help you put a plan in place.