Business Planning | Unique Planning

Business financial planning services

Armed with abundant experience and resources – business owners, executives, and employees benefit from our services in the following areas:

Education in Owner & Executive Planning
- High Net Worth Planning
Business Benefits
- Retirement Plans:
  – 401k
  – Profit Sharing
  – Deferred Compensation
  – Defined Benefit
- Group Health Insurance
- Group Dental & Vision Insurance
- Group Life Insurance
- Group Disability Insurance
Business Purchase/Acquisition/Transition Consulting

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Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Strategic Wealth Advisors Group and Unique Planning are separate entities from LPL Financial.

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.