Investing & Small Business Solutions

 

Investing

When you're thinking about investing your hard-earned money, no doubt one of the first things that comes to mind is "Who can I trust?"

You should place your trust in an investment professional who has the knowledge and experience to guide you, the tools and resources to tailor a solution to your specific needs, and the commitment to stand by you for the long haul.

That's exactly what you will find at Community Wealth Management. Since our company was founded, we have been putting the needs of customers first. We listen, we research the market, and only after careful consideration, do we develop recommendations to help you achieve your investment goals. We utilize and give you access to some of the best money managers in the world.

Enlisting the services of Community Wealth Management is like having a personal CFO - someone who can provide guidance, counsel and focus to help you turn your financial goals into reality.

At Community Wealth Management, we believe that in order for you to reach your goals, it takes real world experience and practical application. We will help you to set attainable goals, identify your resources, and provide solutions.

Small Business Solutions

In addition to individual investors, business owners also need objective answers. Community Wealth Management offers retirement plan strategies designed to meet the needs of corporations, partnerships, and even sole proprietors.

If you are establishing or managing a retirement plan for your business, Community Wealth Management can help provide the information you need to make informed financial decisions and through INVEST can offer you:

  • 401(k), Including Solo 401(k)
  • Profit Sharing
  • Money Purchase Pension
  • 403(b)
  • Sep-IRA
  • Simple-IRA Plans

Combined with Community Wealth Management's life insurance services, offered through INVEST Financial Corporation, your Advisor can provide business owners with buy/sell plans, non-qualified deferred compensation programs, executive bonus plans, split-dollar and key main insurance.

Businesses should review all their options before adopting a retirement program. Our retirement plan services have been designed to ensure your plan will meet your company's needs today and for years to come.