As a business owner, you have significant opportunities to capitalize on your business, which is likely to be your largest asset. We understand the complex financial and investment requirements of business owners and are well equipped to serve as your trusted financial partner regarding a wide range of needs.
Our experienced financial advisors can help you evaluate your current retirement plan offerings for your employees. We also can help you create and launch a retirement plan if you don’t already offer one.
We also offer business valuations to determine the worth of your business assets. When it comes time to think about retiring or moving on to your next business venture, we can assist you with succession planning to smoothly transition the business to your next generation or to prepare for sale.
In addition, we can come to your business to provide financial education sessions for your employees, helping them to understand the importance of contributing to your workplace retirement plan and increasing the value of the benefits that you provide.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services are offered through Penn Investment Advisors, Inc. , a Registered Investment Advisor. Penn Investment Advisors is a wholly owned subsidiary of Penn Community Bank (Bank). Penn Investment Advisors does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Penn Investment Advisors are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE
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