Business Succession Planning

Choosing a successor to run your business could be a very easy task. On the other hand, it could be an extremely difficult decision. No matter the level of difficulty, establishing a business succession plan can be beneficial for owners to ensure a smooth transition due to retirement, death or disability. We look forward to discussing how we could help you with this task.


Peoples Security Wealth Advisors offer Business Succession Planning to ensure that businesses continue to run effortlessly after the company's owners or executives move on. Our Business Succession Planner will meet with you to discuss your goals and objectives for the company, evaluate leaders within the company, and discuss replacement outside the company. Your succession plan should be evaluated annually or as changes in the company occur.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Bank Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Bank Wealth Advisors, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Bank Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.

Peoples Security Bank & Trust Company (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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