Business Planning & Advisory Services
We believe in being proactive and planning for the future….
What we do for Business Planning & Advisory Services:
Pohlman, Talmage, Brown & Campbell not only looks at the numbers on your financial statements to provide you with solid accounting management and advice, we go one step further and help you plan for the future.
We are proactive – we communicate and meet with you regularly to understand your business needs and goals. With your unique situation in mind, we lead you toward “thinking outside of the box” to build a successful business.
Our Business Planning & Advisory Services Include:
- Succession Planning
- Business Planning
- Cash Management
- 401k & Company Retirement Plans*
*These services are offered by Alan Brown and Kurtis Campbell through their affiliation with HD Vest Investment Services®
With our available digital services and software, you are always connected and in control.
We aren’t just button pushers, we understand your goals and business and can help you grow!
Our digital doors are always open and our team is ready and able to answer any questions and guide you through any issues.
3445 South Dixie Drive
Suite 200
Dayton, Ohio 45439
Check the background of your financial professional on FINRA’s BrokerCheck.
HD Vest affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through HD Vest Investment Services®(HDVIS), Member: FINRA/SIPC. Advisory Services offered through HD Vest Advisory Services® (HDVAS), 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.
Content, links, and some material within this website may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of HD Vest Financial Services® or its subsidiaries. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value
HDVIS and HDVAS are not affiliated with Pohlman, Talmage, Brown & Campbell.