Investing solutions for business owners.

Your business is your baby. We get that. Our flexible and comprehensive investment and retirement services are tailored to your business needs so you can focus on setting up your business to grow.
In addition to providing your business and your employees with financial confidence for the future, an effective retirement plan may provide you with tax advantages and may help you attract and retain key employees. Our LPL Financial Advisors will help you assess the advantages and disadvantages of your business’s retirement saving options.

Advisory Services

Our LPL financial advisors provide a wide range of flexible and comprehensive investment services that support both single- and multiple-employee corporations

  • Retirement plans
  • Buy/sell policies and key man insurance
  • Support for employee enrollment and investment suggestions
  • Assistance negotiating contracts with TPA and other service providers or ERISA compliance support

 

 

 

 

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member AFB. Insurance products are offered through LPL or its licensed affiliates. BMS Offshore Financial Services and Phoenix Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMS Advisory Services, and may also be employees of BMS Offshore Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMS Offshore Financial Services or BMS Advisory Services.

 

Learning Center

Planning for your finances.

Every stage of life has financial implications—from planning for a new family member, to planning for retirement and everything in between. A strong financial plan, complete with goals and budgeting can set you on the right path toward a healthy…

Bright budgeting tips.

The most wonderful time of year is right around the corner! Your heart might be ready for all the merrymaking, but is your wallet? Follow these tips to ensure your account balance stays as high as your spirits this special season….

Planning for your finances.

Every stage of life has financial implications—from planning for a new family member, to planning for retirement and everything in between. A strong financial plan, complete with goals and budgeting can set you on the right path toward a healthy…