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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.

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