TLC's Business Consulting and Investment Team are dedicated to help you make your business a success.

At TLC we know how hard you’ve worked to build your business. As advisors our job is to make sure you are able to keep as much of the profits from the business as you can. You treat your customers as individuals and recognize everyone has a different need, as a business owner your financial consultant should be addressing your specific situation and not try to put you in a box. We spend time with each client –

  • Identifying Goals
  • Developing a plan
  • Selecting investment/insurance vehicles to make the plan work
  • Monitoring and reviewing

We have expertise in:

  • Modern Asset Allocation Theory
  • Investment Risk evaluation
  • Real Return Valuations
  • Life Insurance needs Analysis both business/Personnel

We may use:

  • Stocks/Bonds, Mutual Funds or cd’s
  • Variable/Fixed Annuities
  • Investment Advisory Services

We can provide:

  • Retirement Plans for your business
    a. Standard 401k
    b. SEP/IRA
    c. Money Purchase
    d. Defined Benefit
    e. Customized 401k integration plans
  • Business Continuation/Wealth Transfer Planning
    a. Cross Purchase
    b. Stock Redemption
    c. Combination plan
  • Immediate Trust funding through Life Insurance
  • Business Valuation services

A forced liquidation of your business cannot only destroy the business but can lead to unforeseen consequences from the IRS. Having valuations and buy sell agreements in place before you need them could save you and your heirs a significant amount of time and money. When an emergency happens the last thing you need to think about is your business. Let us help give you peace of mind.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington

Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC.

Not NCUA Insured
No Credit Union Guarantee
May lose Value

TLC Federal Credit Union and TLC Investment Services are not affiliated with LPL Financial.