For Business
Running a business is hard enough. I know how hard you work to keep it going. Between clients, payroll, vendors, supplies, loans, and taxes; the financial responsibilities of owning a business can be overwhelming. Small business owners like most people plan to retire. The issue is that they often lack the retirement plan. And what happens if you become to ill to work.
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When I meet with business owners we usually talk about retirement education. I review the traditional forms of retirement and the tax benefits of the various plans.
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Running a business is hard enough. I know how hard you work to keep it going. Between clients, payroll, vendors, supplies, loans, and taxes; the financial responsibilities of owning a business can be overwhelming. Small business owners like most people plan to retire. The issue is that they often lack the retirement plan. And what happens if you become to ill to work.
​
When I meet with business owners we usually talk about retirement education. I review the traditional forms of retirement and the tax benefits of the various plans.
Then we can move forward and discuss what other options are available to them. Options that give them a protected retirement plan and protect them from critical illness and injury.