675 North Barker Road
You have seen a lot over the years, including good and bad economies. You have made many difficult decisions, often with very little help. But now as you look ahead, you find yourself facing a new set of challenges. How do I transition from my business into a retirement lifestyle for my remaining years? You don’t have to make this decision alone. Our team is dedicated to helping both you and your business thrive. We’ll help you seek to grow and preserve your assets, put together tax-smart strategies, and help you transition your dream to the next generation when the time comes.
As a business owner you know the value of preparation, it’s how you survived all these years. Let us help you prepare for your business exit. Together we can help reduce any anxiety or uncertainty you may have. These should be the best years of your life, the celebration of all you have done. Your retirement deserves the same dedication to detail you put into your business. Call us today.
We specialize in helping you weed through all the tough decisions like tax planning, employee benefits and incentives, wealth accumulation models, risk mitigation and more.
Our passion is to make the complex simple. Let’s bring your planning in line with your dreams, so both you and your business are positioned to make an impact today and leave a legacy tomorrow.
Business owners face a unique set of obstacles when planning. Often your business is a large part of your net worth. We can integrate your business value into your retirement plan, including valuation changes whenever you grow or expand your business. Having an accurate business value can be critical because of its concentrated position in your net worth statement. Our goal is to continually keep you informed of how well you are aligned with your goals. Our team can also work with you to understand key areas of concern such as your corporate structure, tax liabilities and even help refine your exit strategy.
Your employees are often the most valuable piece of your business model. The business world is highly competitive, and you goal is to attract and retain quality employees. Employee benefits packages are a great way to do that. Supplying benefits such as retirement, health, life, and disability plans allow you to compete for top performers. Our team can help you with these issues, while keeping you within your budget.
Many business owners put so much money into their businesses in the early years to get them to grow that by the time the business is paying them back it’s too late to create a large retirement nest egg. To make matters worse the large cash flow years often disqualify you to fund tax advantaged investment programs like a Roth IRA. Let our team of advisors show you your options, they may surprise you.