Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

Advanced Planning Advisor

CONNECT

Address:

8816 Six Forks Road , Suite 301
Raleigh, NC 27615

Phone:

(919) 719-3817

Business Planning

Solutions for your business and the people who make it run.
No two businesses are exactly alike, so our business solutions are tailored to your specific needs and include the following programs and services:

 

Our Clients Include:
  • Entrepreneurs
  • Families
  • Small Businesses
  • Healthcare providers
  • Colleges
  • Law Firms
  • Restaurants
  • Physicians
  • Retail establishments
  • Professional athletes
  • Manufacturing operations
  • Construction firms
  • Real estate firms
  • Government entities
  • Nonprofit organizations

 

PDF Downloads:

Employee benefit packages designed to enhance your efforts to attract and retain company employees and key contributors.

 

Retirement planning, offering qualified and non-qualified plans to help owners and employees build financial independence.

 

Executive compensation strategies that deliver the kind of benefits, compensation, and tax  advantages that reward and motivate your key personnel.

 

Employee education, with sessions explaining retirement packages and seminars on a variety of financial topics.

 

Business continuation plans to help ensure your business succeeds when you retire, or in the event of premature death or disability.

 

Key person planning to maintain continuity during and after the loss of a key employee.