Other Business Services

Retirement Plans

Whether you're self-employed or have hundreds of employees, setting up a retirement plan is more than just a company benefit or savings account - it's a critical investment in a worry free future. We can help you navigate through the key features and advantages of the most popular contribution plans, and even monitor your investments and keep track of the paperwork so you can spend more time and energy on your business.

Insurance for Strategic Business Planning

It's usually something that no one thinks about until they need it. But, for owners of small and mid-sized businesses, insurance can be an especially powerful tool:

Key Man Protection

This is crucial coverage for your business in the tragic event of an owner's or partner's death, coverage that would protect your employees and keep your company afloat during a potentially turbulent time.

Business Succession Planning

Death isn't the only possiblity that could cause chaos for a company. What is a partner should decide to sell out? Our consultation services can help you create a detailed strategic plan to keep things running smoothly should ownership issues arise.

Executive Compensation Plans

We can help your business have a complete plan in place, so if there's ever a power shift, you'll already have answers for potentially complex compensation questions.

Investment advisory services offered by UVEST Financial Services, a SEC registered investment advisor. UVEST and Old Point Investment Services are independent entities. Securities and insurance products are offered by UVEST Financial Services and its affiliates, Member FINRA / SIPC.

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Guaranteed by any Government Agency		Not a Bank Deposit