SJF Investment Management offers Business Planning services for small and medium sized businesses. Our professionals can assist your business with financial planning whether it be a start up or a mature business. We assess your current financial situation and look for the right combination of products and services to help you work toward achieving your financial business goals.

 

So, whether you need assistance with the implementation of a retirement plan or buy/sell agreements, our team of professionals are here to help.

 

    Some of the areas we specialize in include:

  •     Business retirement plans (401k, Profit Sharing & Pension)

  •     Coordinating efforts with your team members and outside professionals

  •     Ways to maximize savings for a business owner

  •     Business investment accounts

  •     Buy-Sell agreements

  •     Employee retirement plan education

Business

Planning

Visit

4 Pike Street NW

Rome, GA 30165

Call

T: 706.622.3226
 

Contact

sherman@sjfim.com

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL, NY, FL, GA.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment adviser. Level Four Advisory Services, LLC and SJF Investment Management are separate entities from LPL Financial.

 

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