Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.
Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.
Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.
Who's this for?
- Key Person
- Buy Sell Arrangement
- Business Loan/Overhead Risk
- Retain Key Employees and Shareholders
- Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
- Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.
Financial Planning for business owners is often two-sided: personal financial planning and planning for the business.
Business owners have access to a lot of financial tools that employees don’t have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this.
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.