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If you're a business owner and considering retirement or passing your business on, having a solid succession plan in place is an important first step. Join us for this session, where we'll cover important financial strategies for your business' long-term success.
Topics covered include:
This session will be presented by Northern Bank, in partnership with Asset Strategy.
*Advisory services offered through Asset Strategy Advisors, LLC (ASA). Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde's Form Customer Relationship Summary (CRS), Privacy Policy and other disclosures, please click here. Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. Products and services made available through Asset Strategy and Concorde Investment are not insured by the FDIC or any other agency in the United States and are not deposits or obligations of, nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
1031 Exchange
Selling investment or business property requires you to pay taxes on the profit from the sale. But, did you know that if you wish to reinvest, it is possible to defer paying the tax and use the entire amount of equity from the exchange to acquire substantially more replacement property?
Business Banking
Running a small business and juggling all the tasks that come with it, isn’t easy. That’s why, business owners turn to Northern Bank for the simple solutions they need.
Business Banking
In an age of constant connectivity, text messages are a daily norm. But what do you do when a text feels off?
Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of $3.17 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender.
Contact us now to learn more about how Northern Bank can help you realize your goals and dreams.