Succession planning is the process of identifying and developing potential successors for leadership roles within a company. The key to succession planning is matching the company’s future needs with the aspirations of its individual employees. Capital Concepts Financial Group can help you formulate a plan to ensure the retention of those outstanding employees who will help shape the future of the company.

Our advisors will work closely with your company’s management team to answer the following questions vital to developing an effective succession plan:

• What is your company's long-term direction?

• Do you have an effective strategic plan guiding your company’s course and direction?

• Who are the people you want to develop and nurture for the future?

• What key areas require continuity and development of the human resources within your company?

• How does the concept of succession planning fit into your strategic development?

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AR, AZ, CA, FL, GA, IA, MD, MI, MS, NC, NY, OH, PA, SC, TN, TX, VA, and, WY.

Cambridge and Capital Concepts Financial Group are not affiliated.