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Small Business Financial Services - Modern Family AM

Small Business Financial Services Columbia, SC

You’ve worked day and night to build your business. There’s a lot that goes into keeping it afloat, and it’s not always possible to manage everything on your own. That’s where Modern Family Asset Management steps in. Learn more about our services below, and contact us today to discuss your needs.

Our Services

Our financial advisors can provide assistance and strategies in the following areas:

Retirement Plans

Offering retirement plans can be a great way to attract and retain top talent. Whether you contribute to a plan or simply make it available, this is a popular benefit that can help to improve morale and retention. To do that, you first need to pick an appropriate retirement plan for your company.

After assessing your company’s needs, the financial advisors at Modern Family Asset Management can walk you through your options, so you can pick the right plans for your workforce.

Popular small business retirement accounts include:

  • Simple IRA
  • 401(k)
  • Solo 401(k)

Insurance Plans

Running a business is all about taking risks. You can’t avoid them, but you can take safety measures in the form of suitable insurance options. Modern Family Asset Management can help you put an insurance plan together that makes sense for your business needs. 

Popular small business insurance options include:

  • Succession Planning
  • Buy/Sell Agreements
  • Disability Insurance
  • Key Person Insurance
  • Deferred Compensation

Cash Management Services

A steady inflow and outflow of cash is crucial for the success of any business. Our advisors will work with you to come up with cash management and enhancement strategies. We can help you understand the impacts of market liquidity, cash flow, and investments on your business.

Popular cash management services include:

  • Cash Enhancement Strategies
  • Cash Management
  • Brokered CDs
  • US Government Treasuries
  • And More

Personal Wealth Management

While managing a business, it’s important for owners to keep an eye on their personal finances as well. Our advisors can help to create and manage a personalized financial plan for you, with suitable products and services based on your financial status, personal goals, and time horizon.


  • Fixed & Variable Annuities
  • Insurance
  • Mutual Funds


  • Asset Allocation
  • Business Planning
  • Charitable Giving
  • College Savings
  • Estate Planning
  • Retirement Planning

Let’s Get Started

Whether you’re sailing smoothly or hoping to take your business to the next level, our small business financial services can make your journey easier. Contact us today to get started.

    Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme