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Nations Advisors - Wealth Management and Financial Planning

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  3. Business Owners

Business Owners

Overview

As an owner of a business or professional private practice your financial plans and managing your assets can be very different from that of your employees and corporate executives.  We work with you and your assets to help you to continue to maximize building your wealth, help protect your assets, manage your tax planning and execute on your financial plans you have with your business and its future. 

Business Financial Planning

In a few simple steps and evaluating your financials and assets we will help you with:

  • Identifying your current assets and accounts
  • Ownership and valuations
  • Succession planning and exist strategies
  • Shareholder Buy-Sell agreements
  • Cash flow management Savings and investments
  • Retirement planning options, SEP IRA, 401(k), profit sharing plans
  • Review Company retirement plan
  • Evaluating and managing the risks
  • Gifting strategies
  • Future needs and goals
  • Estate Planning

Whom We Serve

  • Individuals and Families
  • Business Owners
  • Medical Practitioners
  • Corporations
  • Corporate Executives

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Main Office - Dallas, Texas

Phone: (972) 708-1070

Email: ggulick@investmentctr.com

Address: 5057 Keller Springs Road, Suite 300 Liberty Plaza II, Addison, Texas 75001

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Copyright © 2016 All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - A Registered Investment Advisor. Nations Advisors is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Greg Gulick is a registered representative of The Investment Center, Inc.

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