Murray Tucker

Financial Security Advisor
Investment Representative

In my time as an advisor, I have had the opportunity to learn about the specific goals, benefits, and concerns that business owners and organizations have in each stage of building, developing, and running their businesses.

Regardless of the size or stage of each business I have worked with, the unique approach I take and process that I implement addresses the needs of the owner and concerns of all employees as we move the business from getting started to developing, to further growth, and the succession and exit strategy of the owner. 

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“Growing with you in your Business and Personal Life” 

The most common needs in each stage of a business are

  • Starting a New Business:
  • Managing investment capital and debt repayment

 

Developing Business:

  • Establishing and Managing key people 
  • Employee benefits

 

Growing and Expanding Business:

  • Managing retained earnings
  • Executive benefits
  • Retirement planning for yourself, your partners, and your workforce

 

Established Business:

  • Estate planning
  • Succession planning and exit strategy
  • Managing a family trust
  • Charitable giving

 

Whether you are an owner or a valued employee, working together, we will:

  • Gain a solid understanding of what financial planning means for you, your business, and your workforce.
  • Analyze your business and define your needs based on the stage you are in and the future direction of your business
  • Build and execute a plan for your immediate and long term goals at every level of your organization 
  • Review, monitor, and update your plan as you move forward in building and running your business

 

Our relationships are built on accountability, trust, strength, and performance. The plan I implement can help you to grow and protect your wealth, so you can achieve your goals both today and in the future.

Contact me at Murray.tucker@f55f.com or call me at 506-639-5986 to learn how our process can work for you and your unique business. 

Contact Us Today

Contact Us Today