Business Owners
Your Business is Your Legacy — Let’s Protect It
Often times business owners are so absorbed in their businesses that they forget about their own personal financial needs and plans. We help you balance your personal and business financial plans and think ahead to life after ownership.
Business Owner Needs
Retirement
Business owners today must prepare for retirement with the same level of diversification recommended for any retirement plan. For many business owners, their business makes up the biggest portion of their net worth and is their primary retirement asset. After many years of building a successful business, they expect to convert it to an income for retirement by selling it or passing it to a successor. If they are relying upon the business as their sole means of retirement, they run the risk that it may not attain the value needed to produce their needed retirement income. This is where diversification of retirement assets becomes important.
Business Succession Planning
What happens if something happens to you? What if you wanted to step down, or take a less active role in the business? Is there someone groomed and primed to assume the mantle of leadership and succession?
Retirement, Estate and Legacy Planning
When it’s time for you to call it quits, we’ll be right there to ensure you are able to enjoy the fruits of your hard work. Through careful planning, we’ll not only help you enjoy a comfortable retirement, but also help you pass your legacy seamlessly to the next generation or your successor.