Small Business Planning
Lifestyle Financial Planning
Add On Services
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.
Have a Question?