Along with managing your business, most successful business owners have some of the following unique concerns:
The right company plan for your employees
- The right company plan for you
- A supplemental retirement plans for you
- Liability protection for you
- Insurance analysis - what should your focus be
- Using your investments to create your own credit line
You also receive the following:
- An assessment of what you can expect for your retirement income, matching up your must have expenses and your discretionary expenses to guaranteed sources of income and variable sources of income.
- Asset allocation review and management of your current IRA, Roth IRA and company retirement plan accounts with an emphasis toward drawing income from the accounts.
- Estimation of secure retirement income sources like social security, pensions and annuities.
- Projection of funds to supplement your secure retirement income plans for your discretionary expenses.
- Compete analysis on setting beneficiaries for each account, what could be owned in a trust, what could have direct beneficiaries, what are the tax implications of all the strategies.
- Insurance analysis
- Assessment of other goals like saving for children’s or grandchildren’s education
Using our experience since 1992 in working with legal professionals may be beneficial to you in accumulating, managing, preserving and finally distributing the wealth you build. Call us at 480-503-1084 to schedule your complimentary, no obligation consultation.