We focus on meeting the financial needs of owner-operated businesses, that includes
retirement plans and other employee benefits programs. The Advisory Team can work with you to help create
a strategy for the future success of your business and its employees.
Choose the Right Retirement Services for Your Company
The A-Team can help your business fund your employees' futures - today - with various strategies such as 401(k)s, Simple IRAs, Profit Sharing, Defined Benefit, and SEPs. In today's business environment,
employees are looking for retirement plans offered by employers. Your business can be competitive by
offering various plans, and the A-Team is working with you and your employees to save for the future.
Diversify Investments with a Sweep Account
In addition to providing retirement services, the A-Team can set up an
Investment Sweep Account for your business. It's an automated link between your checking account and short-term
investments. If the account has excess cash, funds are automatically invested. If the account balance falls below
a predetermined level, investment funds are swept back into the checking account. The funds are fully invested
at all times and provide liquidity safety with attractive yields. Diversification made easy!
Other Financial Services Available for Businesses:
- Business Continuation Planning
- Key Person Life Insurance
- Executive Bonus Plan
- Deferred Compensation Plan
- 529 College-Savings Plan
Make an appointment with a member of our A-Team today.
Once we set you on a course to help achieve your financial goals, we will review your plan to ensure it continues
to meet your needs and expectations.
| Houston |
713-507-7333 |
| San Antonio |
210-277-3334 |
| Dallas |
214-678-8000 |
Advisory Services and Securities offered through LPL Financial, Member FINRA/SIPC Insurance Products offered through PL Insurance Services of Texas, Inc. Sterling Bank is not a registered broker/dealer nor is it affiliated with LPL Financial nor PL Insurance Services of Texas.
|
