Small Business Owners
Owning a small business usually comes with the responsibility of managing a staff, marketing & advertising, and payroll & budgeting not to mention planning for your family’s future outside of the business.
You’re tied up with maintaining the overall success of the organization, while often times wearing multiple hats to ensure the day-to-day operations go as planned. I understand. Making time for your personal matters as well as the business can be challenging at times.
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Scope of Coaching Services
Scope of Coaching Services
Some of the areas in which I work with business owners to accomplish include:
Invest money in a tax efficient manner
Plan retirement and exit strategies
Develop strategies to protect your business
Avoid unnecessary wealth transfers
Set up a Company Retirement plan including SEP, SIMPLE, 401(k)
This is a great starting point to begin the planning process but surely not the entirety. We take into consideration that retirement planning while building a business, is a journey and not a destination.