Enhance Magazine | Page 50

Understanding what ’ s important for your business .

M & T Securities , Inc . offers a comprehensive suite of solutions for business owners and executives . We ’ ll help you make sense of the financial choices available to help you as you build your wealth , plan your future and determine how to protect you , your family , your business and your employees .
At M & T Securities , Inc ., we have the expertise to help :
Your Business
Your Employees
You
• Succession Planning
• Business Valuation
• Buy / Sell and Key-Person Insurance
• Disability Buy-Out
• Executive Bonus Plans
• Employee Benefit Services
• Business Insurance Options
Provided through M & T Insurance Agency , Inc .:
• Group Health Benefits
• Property and Casualty Insurance
Provided through Wilmington Trust :
• Asset Management
• Investment Advisory
• Retirement Plans : Profit Sharing , 401K and Money Purchase
• Deferred Compensation Plans
• Investment and Insurance Solutions
• IRA and Rollover Solutions
• Long-Term Care Insurance
• 529 Programs
• 403 ( B ) Plans
• 457 Programs
Provided through Wilmington Trust :
• Employee Benefits : 401k and Pension Plans
Investment Solutions
• Investment Analysis
• Asset Allocation Strategies
• Performance Evaluation
• Tax Advantage Investments
Risk Management Solutions
• Life Insurance Analysis
• Disability Income Benefits
• Long-Term Care Funding Options
• Wealth Transfer Strategies
Retirement Planning
• Traditional and Roth IRAs
• IRA Rollovers
• Income Needs Analysis
• Beneficiary Planning
Estate Planning
• Charitable Gifting
Provided through Wilmington Trust :
• Trusts and Fiduciary Services
• Custodial Services
Education Planning
• Tax-Advantaged Solutions
• Planning Consultations
• 529 Savings Plans
• Systematic Investing
Get started today .
Let us help you get the most from your business . To make an appointment with an M & T Securities financial consultant :
CALL 1-800-724-7788 CLICK mtb . com / mts-business-solutions COME IN to any M & T branch
Investment and Insurance Products : • Are NOT Deposits • Are NOT FDIC-Insured Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value
Brokerage services and insurance products are offered by M & T Securities , Inc . ( member FINRA / SIPC ), not by M & T Bank . M & T Securities , Inc . is licensed as an insurance agent and acts as agent for insurers . Insurance policies are obligations of the insurers that issue the policies . Insurance products may not be available in all states . Wilmington Trust is a registered service mark . Wilmington Trust Corporation is a wholly owned subsidiary of M & T Bank Corporation ( M & T ). Investment management and fiduciary services are provided by Wilmington Trust Company , operating in Delaware only , and Wilmington Trust , N . A ., a national bank . Insurance products are offered by M & T Insurance Agency , Inc ., not by M & T Bank . © 2016 M & T Securities , Inc . DMA4736 ( 9 / 16 ) mtb . com
50 HACHEALTHCLUB . COM