Retirement planning is inherently more complex when you own a business, due to the number of available options and vehicles. Many business owners overpay taxes or miss out on great opportunities to fund their retirement because they leave too much cash in their businesses or don’t know about available strategies.
Areas of Focus
Exit planning: Showing you different ways to eventually exit from your business, pass on ownership, and cash out
Contingency planning: Help to ensure that your family and business will both have sufficient cash to weather an economic downturn
Philanthropy and inheritance: Helping you decide how to give and pass on your wealth and transfer the ownership of your company