Building A Stronger Future

Securing a rosy future with growing savings and a plan for every eventuality is the dream of every business owner. All too often, however, this dream is pushed aside because of time, resources, or a fear of not having enough money.

To balance the responsibility of being a business owner and neutralize the risks that you are exposed to, we will construct a plan, and as your business grows and changes, be by your side to make the appropriate changes. Always keeping your plan up to date, our dedicated team of advisors will regularly review and modify your plan as your personal and business life changes.

Consider Business Services if your business is looking to:

  • Attracting and retaining key employees
  • planning for business succession
  • Managing personal and business taxes
  • Effectively managing short-term cash
  • Building and protecting personal wealth

Business Planning

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Business Management

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Commercial Insurance

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Fellows Business Services

Business Continuity Planning

80% of small businesses do not have an exit strategy, especially if something comes up unexpectedly. Our Business Continuity Plans will help you build a solid foundation that will allow your legacy to live on, whether you sell your business or not.

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Business Succession Planning

Who will take over when you step down? Our Business Succession plans will give you the time to weigh various options and make decisions, strengthening your business and leaving it in a healthy state for the next leader.

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Income Protection Plans

Our Income Protection Plans have valuable coverage, providing you with monthly benefits to help pay for everyday living expenses should you become too sick or injured to work.

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Employee Insurance Programs

Building a solid business foundation often involves adding in strategic protection channels like insurance. Insurance protects your business interests while providing a perk for your employees. 

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Commercial Insurance

We know that you cannot control everything, but you can be prepared for it. What if a major storm causes you to lose power to your building and your operations cease, or if a fire severely damages your building?  Will your business survive?

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Executive Compensation Strategies

It's commonly understood that hiring the right people can make or break a business and that the right leadership directly impacts the entire team. Therefore, finding the right executive team and compensating them so they stay is critical to finding business success.

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Not all services are offered through LPL Financial. Please consult with your advisor for further information.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners.   LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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