January 23, 2020 •
Josh & Jay welcome Will Steih, Managing Director of Prime Capital Investment Advisor’s Tennessee office, to the studio to kick off our Business Owner & Strategies Solutions (B.O.S.S.) Series, a 5 part series specifically designed for the planning needs of successful business owners. Topics discussed: Succession Planning, Buy/Sell Funding, Defined Benefit Plans, Non-Qualified Deferred Comp & Employee Stock Ownership Purchase Plans (ESOP).
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Gulf Coast Financial Advisors LLC (“GCFA”) is an investment adviser registered with the states of Alabama and Texas. Registration does not imply a certain level of skill or training. GCFA provides investment advisory services only in jurisdictions where it is properly registered, has made the required notice filings, or qualifies for an exemption or exclusion from registration or notice filing requirements. Nothing contained herein should be construed as legal, tax, or investment advice, or as a solicitation to engage in any specific securities transaction or investment strategy. Personalized investment advice is provided only through direct communications with GCFA’s duly authorized investment adviser representatives. GCFA is doing business as Summit Legacy Advisors, a GCFA Network Company, in the state of Texas. Gulf Coast Financial Advisors, LLC | 561 Fairhope Ave, STE 202B | Fairhope, AL 36532 | 251.327.2124 | www.gulfcoastfa.com
