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.
Some of the areas in which I work with business owners to accomplish include:
- Develop strategies to protect your business
- Plan retirement and exit strategies
- Invest money in a tax efficient manner
- 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.
John C. Head is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC 10845 Olive Blvd. Suite: 190 St. Louis, MO 63141. Investment Advisory Services offered through: O.N. Investment Management Company.