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FINANCIAL SERVICES

Due to the ever-increasing pressures on businesses to become both more efficient and more profitable, MHBT has developed a financial services department that includes an outsourced consulting services division. This department combines the experience of Gary Cook, CFP, a registered representative of ING Financial Advisers, LLC., and Don Davis, along with a team of specialists that include board certified estate planning attorneys, CPA's, and CFP's who are experts in the field of both personal and corporate finance. The consulting services group's responsibilities include assisting our clients in the following areas:

Retirement and Tax Planning - This area of expertise is utilized by companies who wish to protect their current business interest through buy-sell agreements, deferred compensation plans, executive bonus, leveraged split dollar, key man insurance programs, section 162 bonus plans, and group life carve out planning. In addition, companies who are facing the ever-changing pressures of maintaining or developing competitive retirement plans for their employees. We have the ability to design, implement, and handle the investment funding for all qualified plans, including 401k's, 403b's, 457 Plans, Profit Sharing Plans, ESOP's, Target Benefit, Money Purchase, and Defined Benefit plans.
Estate Planning and Asset Protections - Due to the aging of the baby boom market and the high levels of income they have earned, estate planning has become one of the fastest growing segments in the financial industry. MHBT's estate planning team includes insurance experts, Certified Financial Planners, Certified Public Accountants, and Board Certified Estate Planning Attorneys who have conducted seminar presentations throughout the United States. This team specializes in planning for asset protection, retirement, charitable gifting, and establishing Family Limited Partnerships. In addition, we can assist you in tailoring a plan to protect you against the financial strain of a long-term care expense.
Investment Banking Needs - This area of expertise is utilized by companies who wish to increase their current size of business through mergers and acquisitions or by increasing working capital through debt financing. In addition, we assist companies who are interested in liquidating their current position in a business. This process is facilitated through MHBT relationships with investment bankers.

The members of the McQueary Henry Bowles Troy team are constantly educating themselves on the latest regulations that affect the financial services industry. This commitment assures us that the best solution available is being utilized by our most valued asset, you.

Securities offered through ING Financial Advisers, LLC (Member SIPC).
MHBT Financial Services is an independent agency and is not a corporate affiliate of ING Financial Advisers, LLC.