How Your Business Could Benefit From Wealth Management Expertise. Yes, Even Now. Especially Now.

A sense of stability is hard to come by, especially these days, isn’t it? Making sure you have a retirement plan in place for yourself and your employees can actually ease some of those concerns. And what about the future of your business after retirement?

Whatever long-term goals you have in mind for your business, whether it’s retirement plans for you, for your team, succession planning or all of the above, we can work toward them together.

Looking for a retirement plan for your team? We can help.

Are you looking for:

• A good retirement option to offer your most precious resource: your employees?
• An analysis of the cost or options of your current plan?

You’re not an expert on retirement plans. Probably. But you still want to show your team that you care about their well-being and provide a retirement benefit that helps you attract and retain employees.

The local folks in our Trust Department, like Retirement Plan Director Chris Livingston, are experts and can help make sure your plan is the best fit for your team:

“It’s critical to have an administrative partner that keeps up with regulatory changes and industry best-practices, as well as making you aware of potential changes that would improve the plan for both your company and your employees,” Chris said, “Having that trusted partner you can rely on and reach out to with questions is essential.”

There are a variety of retirement plan options that might be right for your unique business. Maybe you’re not sure if your company is big enough for a retirement plan – let’s take a look, you might be surprised!

Thinking about the future of your business? We can help here too.

You could be wondering, “Who can help me create a succession plan to make sure my business transitions smoothly, even after I retire?”

Our wealth management experts have a wealth of knowledge and insight that will help you plan for the future of your employees and company. They take the time to get to know you and your business – your ideas, goals and dreams – and can provide recommendations designed to meet those needs today and for generations to come.

“I’ve found that business owners are great planners, but frequently stop just short of getting the future of their business all squared away,” Greg Brown, a Merchants Financial Advisor notes, “A succession plan can help assets transfer efficiently in a variety of situations, whether it be the sale of a business, owner retirement or if something unexpected occurs. Having  a documented plan can provide a busy business owner with much needed peace of mind.”

You’re looking for the right plan, we’ll be the right partner.

With our expertise in financial planning, retirement planning and investment management, our Wealth Management team can help you prepare for the future. 

Call your local Merchants Bank. We can get you in touch with the appropriate department and our experts will connect with you, and certainly travel to you, to work on your unique business goals. So really, why wait?