You have worked hard for your business. Strong Gaddy Lee provides thorough business services to help manage your assets, protect your hard work and plan for the future including:
401(k)/corporate retirement plans
SEP IRAs/SIMPLE IRAs
Executive compensation plans
Business succession planning
Key person insurance
No matter the size of your company, an employee benefit package can be the key to attracting and keeping key talent. We can help walk you through the cost-effectiveness of various employee benefits, such as 401K and SEP IRAs, and determine which to offer employees in regards to advantages and disadvantages of each plan.
For your retirement plan needs Strong Gaddy Lee offers retirement planning and business consulting services through our two CERTIFIED FINANCIAL PLANNER™ professionals. Our expertise enables us to provide your employees with a planning experience as part of their retirement plan experience.
Plan consulting services
Investment monitoring and oversight
We can work with you to put together a plan for the future. No matter your long-term goal with your business, you can benefit from starting the succession planning and exit strategy process many years in advance. Whether selling, acquiring or leaving the business to a family member, thinking through the proper strategies early can ensure an easy and profitable transition for all involved.
Planning for the unexpected is also a key component to proper business planning. We can guide you through such considerations as putting proper protections in place if you or a co-owner dies. These plans protect your business from unintended or unwelcome transfers of ownership. We assist with purchasing key person or business owner life insurance to protect the longevity of your business for future generations.
Securities offered through LPL Financial, member FINRA / SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory LLC and Strong, Gaddy, Lee Wealth Management Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Georgia.