Whether you are a sole-proprietor or the head of a company with 1,000+ employees, Lanier Financial Group has extensive experience working with business owners.  We understand how your personal and business wealth coincide; with that stated, we have the ability and tools to deliver strategies to allow both, personal and business wealth, to grow while minimizing potential and common business and personal pitfalls.
Areas of Practice (in addition to planning for individuals):
  • Business continuation planning
  • Business valuation
  • Buy/Sell agreements
  • Executive bonus plans
  • Investment management
  • Key-man insurance
  • Positioning company for future sale