Financial assistance available for business owners
As a small-business owner, you likely don’t have the same retirement savings options others enjoy from their employers. Although your retirement plan might look different, you can still take advantage of opportunities offered to retire comfortably.
I’m a financial adviser representing Modern Woodmen of America, and I work with people in the East Bay community. It’s my passion to help local people reach their financial goals, from retirement planning to business planning to investments and more.
If you own a small business, keep reading for more information about your retirement options and the benefits you can gain by working with an experienced financial adviser.
Reach your unique goals
Working with an adviser, you gain an ally. I always encourage clients to tell me exactly what they want out of retirement, including when they want to retire, what they want to accomplish, and what kind of legacy they want to leave to their loved ones. With this information, we can work together to customize a plan to maximize your savings and help you live the retired life you envision.
Exercise alternate options
Though you won’t have a 401(k) plan through your employer, you have options as a business owner to earn tax and savings benefits while making profit. After analyzing your financial situation, an adviser can detail your options, including the pros and cons of each. An adviser can also break down investment options, life insurance solutions and other ways to maximize your returns.
Protect yourself and your business
Small business owners often have goals for what their business should look like after they retire. While many seek a buyer so they can “cash out” and enjoy the rewards of their hard work, others wish to create a generational company they can pass down to family.
With this information, we can work together to customize a plan to maximize your savings and help you live the retired life you envision. To learn more about my services and how we can create your ideal retirement plan, browse my website or call me today.
* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
Tax issues are complex. Consult a tax advisor before making a decision.
Oakland, CA - Retirement planning services for small business owners explained
SYNOPSIS: Local financial professional offers custom advice to help small-business owners reach their retirement goals.
Local professional offers personalized financial s
BY: Herman Yang, Modern Woodmen of America
Financial assistance available for business owners
As a small-business owner, you likely don’t have the same retirement savings options others enjoy from their employers. Although your retirement plan might look different, you can still take advantage of opportunities offered to retire comfortably.
I’m a financial adviser representing Modern Woodmen of America, and I work with people in the East Bay community. It’s my passion to help local people reach their financial goals, from retirement planning to business planning to investments and more.
If you own a small business, keep reading for more information about your retirement options and the benefits you can gain by working with an experienced financial adviser.
Reach your unique goals
Working with an adviser, you gain an ally. I always encourage clients to tell me exactly what they want out of retirement, including when they want to retire, what they want to accomplish, and what kind of legacy they want to leave to their loved ones. With this information, we can work together to customize a plan to maximize your savings and help you live the retired life you envision.
Exercise alternate options
Though you won’t have a 401(k) plan through your employer, you have options as a business owner to earn tax and savings benefits while making profit. After analyzing your financial situation, an adviser can detail your options, including the pros and cons of each. An adviser can also break down investment options, life insurance solutions and other ways to maximize your returns.
Protect yourself and your business
Small business owners often have goals for what their business should look like after they retire. While many seek a buyer so they can “cash out” and enjoy the rewards of their hard work, others wish to create a generational company they can pass down to family.
With this information, we can work together to customize a plan to maximize your savings and help you live the retired life you envision. To learn more about my services and how we can create your ideal retirement plan, browse my website or call me today.
* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
Tax issues are complex. Consult a tax advisor before making a decision.
