Entrepreneurs

Retirement Planning for Entrepreneurs

 

John is a small business owner who has built a thriving business valued at $15 million. He makes many challenging decisions every day and struggles to keep up with running the company while also balancing home life. There just isn't enough time to take care of his personal finances on top of everything else. 

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Key Concerns:

• Delegating the financial side of life so he can spend more time with family.

• Wants to know if his business will be able to fund his lifestyle in retirement.

• Constantly questions the wisdom of his investment plan.

• Preparing for retirement

• Paying too much in taxes

• Simplifying his financial life

• Making better financial decisions based on my personal situation

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Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only.  Similar, or even positive results, cannot be guaranteed.  Each client has their own unique set of circumstances so products and strategies may not by suitable for all people.  Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms' investment advisory services.