BUSINESS OWNERS? HERE’S ONE WAY WE CAN HELP
Business owners face many challenges in their day to day lives, we can make things easier by helping with:
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Business succession strategies
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Converting human capital for retirement
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Minimizing future taxes for retirement
We help Business Executives retire properly and plan for the future.
- Retirement plans provided through my business (401k plan, profit sharing)
- Ownership percentage of current business and other business entities
- Current income, all sources, and expected changes in the next 5 years
- Existing executive benefits available to you but not all employees
- Current sources of TAX FREE income at retirement.
- Balance sheet (assets/liabilities)
- Current income, all sources and expected changes in the next 5 years
- Any company 401k, pension statements or benefit estimates
- Social Security estimate (online at SSA.gov)
- Preferred retirement age
- Preferred income replacement either amount or percent of future incom
- Please bring current balance sheet (assets/liabilities)
- Current income and expected changes in the next 5 years
- Any 401k or pension statements
- Preferred retirement age
- Major future expected expenditures (college education, business opportunities, etc.)
