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Ann M. White - Cetera Advisor Network, LLC - Cottage Grove, OR

  • 1807 E Main Street Cottage Grove, OR 97424
  • 541-942-5535

Strategies for Businesses

We work side by side with business owners to develop a financial program that suits the needs of their business.  That financial program may include:

  • Buy Sell Agreement Funding
  • Succession Planning
  • Deferred Compensation
  • Employee Benefit Planning (Pension Plans, IRA, Roth, SEP, Simple, MP, etc.)
  • Tax management
  • Tax Efficiency Studies

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