Business Planning Services
Building a hearth for your business
At Vesta, we don’t offer one-size-fits-all solutions; our plans are tailored to the unique fuel that drives your business.
Is your core concern nurturing a family legacy, or perhaps fanning the flames of employee loyalty? Whatever your passion, we have the tools to help; and we venture beyond the business basics, tending to the heartwood of your company:
Your Enterprise
Whether it’s crafting a seamless succession plan or forging strong foundations against uncertainty, we’ll secure your hearth against the unpredictable winds of change.
Your People
From stoking the fires of employee well-being with tailored benefit packages to attracting skilled hands to your workshop, we’ll ensure your hearth is always buzzing with vitality.
Your Life
Because your business isn’t just ledgers and margins, we’ll build a personal firepit that safeguards your future and warms the hearts of those you love.
How We Help
Here are just a few of the ways we can help your business:
Business Owner Strategies
Craft a personal plan that complements your business journey.
Retirement Plans
Help your employees build their own personal dreams, offering security and comfort.
Business Transfer Strategies
We’ll help you pass the torch of your legacy so that it continues to burn long after your succession.
Business Protection
Fortify what you’ve worked hard to build.
Key Person Protection
Safeguard your business from the unexpected loss of a crucial member.
Disability Income Protection
We’ll help protect your business from unforeseen challenges that cast a shadow on your journey.
3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email