Our Partners
Income Tax Services: Jm Trippon & Co PC
The leading tax service provider to Chick-fil-A operators in the nation, our service model is built specifically with Chick-fil-A operators in mind – we know you provide good service to your customers and we want to do the same for you. In addition to preparing your tax returns (both business and personal) each year, we provide in depth, custom tax support to each of our clients each year. From tailored tax planning strategies for your specific situation to running tax estimates throughout the year and even keeping you up to date on tax law changes, we work in collaboration with our clients each year to ensure you are taking advantage of all the tax savings strategies that make sense for you.
Retirement Plan Solutions: (k)PlanConnect
#1 in Client Service. As the first 401(k) solution designed specifically for Chick-fil-A Operators, we make starting and managing a 401(k) simple. Our secure drag-and-drop payroll upload only takes a few minutes each pay period, Fiduciary investment and administrative coverage helps eliminate liability, and our pricing is built for stability with the goal of maximizing the FCR. Please complete the checklist below to get in touch with Steven Brown - National Sales Director/Partner at (k)PlanConnect.
Investment Advisory Services: Trippon Wealth Management Group
Our comprehensive financial planning firm is standing by to build a personalized retirement and financial plan for you to and through retirement. We first ensure that you build a strong financial base for yourself, then we will build a long-term comprehensive financial plan that ensures the money you are putting away for retirement and other specific objectives is working in your best interests. With an eye on estate, tax, and insurance strategies, we help maximize each dollar you set aside to ensure you achieve your long-term financial goals, and we do so as a fee-based fiduciary acting in the best interests of our clients.
Encore Bank
Encore Bank is a private, boutique bank with a concierge approach to banking. We understand the unique challenges and opportunities Chick-Fil-A operators face, which is why we’ve built an array of operating accounts and specialty home loan products designed specifically for new and existing Chick-Fil-A operators. Contact us so we can show you the “Encore Difference”.