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:
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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.
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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.
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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:
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Business Owner Strategies
Craft a personal plan that complements your business journey.
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Retirement Plans
Help your employees build their own personal dreams, offering security and comfort.
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Business Transfer Strategies
We’ll help you pass the torch of your legacy so that it continues to burn long after your succession.
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Business Protection
Fortify what you’ve worked hard to build.
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Key Person Protection
Safeguard your business from the unexpected loss of a crucial member.
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Disability Income Protection
We’ll help protect your business from unforeseen challenges that cast a shadow on your journey.
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3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email