Csi Wealth Management, Llc
Business To Business
Why pick this one
CSI Wealth Management, LLC serves businesses with succession, key-person, buy-sell, executive benefits, and personal financial planning.
Best for
- Businesses preparing for sale or succession
- Business owners needing key-person or buy-sell strategies
- Companies developing non-qualified benefits for executives
- Businesses seeking employee benefits and tax-efficiency strategies
- Business owners coordinating business and personal financial plans
Specialties
- Business succession strategies
- Key-person and buy-sell strategies
- Non-qualified executive benefits
- Retirement planning and income distribution
- Estate planning strategies for business owners
- Sophisticated risk management strategies
Certifications
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Certified Family Business Specialist (CFBS)
- Accredited Estate Planner (AEP)
- Association for Advanced Life Underwriting (AALU)
- National Association of Insurance and Financial Advisors (NAIFA)
- Society of Financial Services Professionals (SFSP)
- National Association of Estate Planners and Councils (NAEPC)
- Million Dollar Round Table (MDRT)
What makes them different
- Has helped businesses and families take control of their finances for over 35 years
- Uses a systematic discovery process that considers the client's entire financial picture
- Coordinates financial planning with clients' existing advisors or helps assemble an advisory team
- Chris Foster was named the 59th President of the Association for Advanced Life Underwriting in 2016
- Focuses on risk management as the basis of financial planning
Distilled from this business's own website.
Contact & Location
- Address
- 300 N Greene St, Greensboro, NC 27401-2266
- Phone
- 13363703153
- Website
- http://www.accesscsi.com/about-us
- lgfoster@financialguide.com
Services
- Fee-based financial planning
- Retirement planning and income distribution
- Estate planning strategies
- Investments
- Insurance
- Employee benefits
- Personal financial planning