Meeting Small Business Needs

We consider small business owners the backbone of our economy.  One of our goals is to help small business owners maximize their financial situation to help ensure that they can make the most of all their hard work.

We offer numerous services to small business owners that include:

• 401k plans
• Simple IRA plans
• SEP's
• Employee investment counseling
• Profit Sharing plans
• 403 b
• Roth and Traditional IRA's
• Stock and Bond accounts for employer and employee
• Tax Advantaged investment accounts

These aren't all the services we can offer but they are the most common.

Hopefully, as a small business owner, you can find value in a team that can cover this many financial needs for you.  Given how busy business owners are, simplifying financial concerns is important as it frees up more time to concentrate on your business.

Wachovia Securities is not a tax or legal advisor.