Virtual Financial Services for Business Owners
You work hard to run your business, leaving you with little time to devote to other areas, like visiting a financial advisor. Fort Pitt Capital Group offers virtual financial services to business owners. This allows you to meet with us on your schedule without leaving your home or business. Our personalized focus on your operations and goals enables us to offer customized services.
The Virtual Services We Provide
Our virtual services involve video meetings with a financial advisor to support your business wherever you operate. Our advisors can communicate financial information by speaking with you and sharing their screens. We work with various client types, including closely held businesses, corporations, and public entities.
Work with a virtual investment consultant to free yourself from the responsibilities of investment planning. Our skilled advisors can handle your assets by understanding your goals and financial standing and creating strategic plans. We base our plans on our knowledge of your specific situation and the markets.
Work with a Certified Exit Planning Advisor (CEPA) to create a roadmap transitioning from an ownership role. Our virtual exit strategy consultants focus on every detail. We will help you create a smooth shift, whether you want to retire or pursue new business ventures.
Your business insurance protects you from the risks and uncertainties you may face. Fort Pitt Capital Group can work with you and our insurance partners to provide virtual insurance advisory services. Our team covers:
- Buy-sell agreements
- Income protection
- Supplemental retirement
- Business and continuation planning
- Bank-owned, insurance company-owned, and corporate-owned life insurance (BOLI, ICOLI, COLI)
