Salem Five Small Business Planning Logo.
Small Business Planning

You work hard every day to build a strong future for your company and its employees, and your dedication shows in the results you deliver to your customers.  At Salem Five Financial (SFF), we are equally dedicated to the success of your company and are here to help contribute to the financial well-being of both you and your business.

Our advisors will listen to your needs and will offer access to quality investment and insurance strategies customized to address the individual needs of your business, regardless of what stage of development your business is in.

We offer plans for:

  • Attracting and Retaining Key Employees
  • Planning for Business Succession
  • Managing Personal and Business taxes
  • Building and Protecting Personal Wealth

Learn more about Business Succession Planning here.

How can we help you? Please email us or call 800.557.5004.


Our forms are in .PDF format for easy viewing.  Click below to download a free copy of Adobe® Acrobat Reader: