Business Owner Services
Many business owners face unique issues when planning for retirement.
- Dealing with the debt of starting a company and also providing for a family.
- The day to day distractions of the business itself.
- Determining the right vehicle to use for retirement savings.
- The cost of attracting and maintaining employees.
- Capital needed to keep the business growing.
Here are some financial retirement services that we can provide for a business owner.
- Tackle only one or two topics a year so you can focus on your business.
- Discuss the need to protect their family from business debts if something happens to you.
- Develop a plan to transfer the value of the business to a member of the family.
- Discuss how to use retirement plans to minimize your taxes and maximize your savings.
- Discuss the need to diversify between tax free and taxable accounts each year.
- The use of benefits to attract and maintain key employees.
- Identify how the business can pay for your Long Term Care.
- Clarify how to help maximize social security for your retirement.
