Customized to fit your needs
Spend more time running your business and enjoy greater peace of mind when you partner with a Financial Advisor.
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Together, we will explore your financial goals, look for gaps in your current situation, and create a customized plan to assist you with the start-up, growth, maturity and exit strategies of your small business. We also offer a variety of investment products designed specifically to benefit small business owners and their employees.
Retirement Plans
As a business owner, you need to attract and retain high caliber talent, manage costs and protect the financial future of you and your company. Our retirement plans can help you and your employees make solid investments for the future. We offer a variety of retirement plans including Simplified Employee Pensions and Simple IRAs.
Life & Disability Insurance
As a small business owner, you’re responsible for two families: the one you have at home, and the one you have through work. Term, universal and whole life insurance can protect you, your family, and your business from the potentially crippling effects of a loss. We also offer long-term care and disability insurance to provide additional peace of mind for you and your employees.
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Securities and Insurance Products are offered through Hancock Whitney Investment Services, Inc. Hancock Whitney Investment Services Inc. is a registered broker/dealer, member FINRA/SIPC and a Registered Investment Adviser. Hancock Whitney Investment Services, Inc. is a wholly owned subsidiary of Hancock Whitney Corporation.
Investment and Insurance Products:
NO BANK GUARANTEE | NOT A DEPOSIT | MAY LOSE VALUE | NOT FDIC INSURED |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY |