Work toward building the financial future you want for your business
There's no one-size-fits-all investment plan; your situation, goals, and needs are unique. At Salem Five, we start by asking questions and listening to you in an effort to fully understand your investment needs. At Salem Five, you’ll work with a dedicated advisor who you’ll work with one on one. This professional guidance can empower you to make informed financial decisions for you and your business.
Maybe you plan to travel the world, or one of myriad other retirement activities. But that kind of retirement planning can only come to fruition if you start investing and getting organized.
Prepare for the transfer of ownership and management of your business to new leaders or owners.
Business planning helps you set clear financial goals, allocate resources efficiently and manage risks. It enhances decision-making, ensures tax efficiency, and provides peace of mind.
401(k) planning offers significant benefits, including tax-deferred growth on investments, potential employer matching contributions, and a disciplined savings approach for retirement.
Meet the Team
We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®), and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages 1 billion in assets for our clients using a comprehensive financial planning approach.
Do you have questions or need more information?
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates
and
Securities and Investment products offered through Salem Five Wealth Management and Trust Company (A Division of Salem Five Bank)
are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.