Is your business prepared if something unexpected happens? The Investment Executives at CoreFirst can work with you to develop a Business Succession Plan that can address your companies interests should something unexpected happen. Secure your business with a plan today.
- Borrowing money may be easier with a sound succession plan
- Employees feel more secure knowing a plan is in place
- Shareholders and heirs are assured succession will be handled as expected and as you (the business owner) planned, providing all peace of mind
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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: •Not FDIC/NCUSIF insured •May lose value •Not financial institution guaranteed •Not a deposit •Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.
**Income may be subject to federal alternative minimum tax and state or local taxes.