One of the biggest mistakes an individual business owner can make is neglecting to plan accordingly for retirement for fear of potential cashflow issues. By choosing us as your financial adviser, you can be confident that our expertise will safeguard your future without the fear of your business losing money or not having access to it when you need it.Compared to the employed, Self-Employed Individuals and Small Business Owners have several advantages when it comes to retirement planning.
1) They can make larger contributions
2) They can get larger tax deductions
3) They have much more flexibility on how they choose to contribute
The various plans for every type of entrepreneur looking to successfully save for retirement will be properly analyzed and a good fit will be found. Whether you are a small company looking to set up a Simple IRA, a husband and wife team seeking a Solo 401(k) plan or an individual setting up a SEP-IRA, you can be confident that our expertise will safeguard your future.