Guidance. Knowledge. Experience.

 

 

Business Solutions

Qualified Plans:

    • 401(k), Safe Harbor, Profit Sharing
    • Simple/Single 401(k)
    • Simple IRA's
    • SEP IRA's
    • 403(b)
    • 457
    • Cash Balance Plans
    • 412i

Investment Advisory Services

    • Retained Earnings
    • Non-Profit Endowment Management
    • Trusts
    • Business Savings Plans
    • Escrow Accounts
    • Charitable Gift Accounts

 

 

Insurance Benefits

    • Medical
    • Health Savings Accounts
    • Long/Short Term Disability
    • Life
    • Dental/Vision
    • Long Term Care
    • Supplementary Insurance (Hospitalization, Cancer, Accident)

Business Succession Planning

    • Buy/Sell Agreements
    • Business Valuation

Registered Representative, Securities offered through Cambridge Investment Research, Inc.,
A Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge
Investment Research Advisors, Inc. a Registered Investment Advisor.

 Sweetwater Financial, LLC and Cambridge are not affiliated.

 

Our professional advisors are registered to offer securities in the following states: GA, AL, SC, FL

Our professional advisors are registered to offer advisory services in the following states: GA, AL, SC, FL


 brokercheck.finra.org