Steps toward retirement
Small business owners devote much of their time and thoughts to running and growing their businesses that sometimes planning for retirement takes a backseat to the business. And, because they don’t work for someone else, small business owners can’t rely on company-provided 401(k)s or other benefits. Instead, they must take control of their retirement planning and savings.
It can seem overwhelming to figure out where to begin. We work with small business owners every day and understand what you need to do and when to reach your retirement goals. We encourage our clients to start mapping out their retirement today, even if they are years or even decades away from their target retirement age. It takes years of preparation and planning, especially for small business owners. We’ll help you with all aspects of retirement, from defining your retirement goals to establishing and growing retirement accounts to creating and executing a succession plan or exit plan.