Areas of

EXPERTISE

Customized personal and business planning solutions.

 

Business Planning

Whether you are building your own business, have an established business, inherited a business, or are selling a business. The fact is that businesses have more complex financial situations than individuals. As a business owner, you want these complex situations managed with as few distractions as possible. Our holistic planning approach will do just that by examining all areas of your plan, from corporate entity structure and business insurance planning, to wealth management strategies and effective corporate tax planning.

Executive & Employee Benefits

In order to attract, retain, and motivate top quality executives, successful companies implement properly designed and maintained compensation programs. Our advisors can help design, implement, and administer supplemental plans for key executives, qualified retirement plans and group insurance plans for all employees.

Business Succession Planning

Transitioning to new management or ownership can be a costly, complex and challenging endeavor. For many business owners, the idea of exiting their business conjures fear and uncertainty. Concerns over the actual value of the business, the sales process, and tax implications discourage many business owners from planning ahead. Family dynamics create additional layers of complexity. Our advisors at TBH Financial, LLC can help develop and successfully implement succession plans to achieve both short and long-term transition goals. 

Personal Planning & Wealth Management

We believe collaborative planning has the power to improve lives by supporting dreams with wisdom and disciplined implementation. Financial prioritization through goal setting allows clients to live more empowered lives of purpose, significance and fulfillment by using their wealth to make positive differences in the lives of family, friends, community, and society. Proactive planning may help provide a feeling of calm to offset the anxiety and uncertainty throughout your financial journey.

We serve as each client’s financial guide and diligently coordinate the many facets of their financial world, such as an analysis of current and projected net worth, cash flow, income taxes, employee benefits, insurance planning, investments strategies, estate tax planning, and risk management.

Securities offered through GWN Securities, Inc. Member FINRA & SIPC. 11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.