One of the biggest challenges facing our members is managing their monetary resources.
BUILD Prince George’s supports small business owners through customized financial and business planning.
Some of our key Wealth Management services include:
PERSONAL FINANCIAL SECURITY
Retirement planning
Income protection
Wealth accumulation
Estate maximization
College savings
Survivor income
Legacy protection
BUSINESS PLANNING
Key employee protection
Succession planning
Asset distribution
Benefits Planning
Qualified & Non-qualified retirement plans