Financial Literacy Series Part 1

Retirement Plans for Small Business from 1-100
(Lunch is Provided)

    The focus of small business owners is generally creating income. And when there are expenses that income or revenue is essential. If you are succeeding, you have learned to do this well. But in this pursuit what is many times overlooked is our future financial well-being.

    If you have a business that could be scaled to be sold at some future date, it is still important to consider your future retirement needs and how that preparation can help offset taxes today. Also, if you have employees, a retirement plan benefit can help attract and retain quality employees. The number 1 concern is what is this going to cost?

    For those who are an Army of 1 with no employees or just a few family members, it too is critical you look towards the future. There are specific plans designed for you specifically.

    Let me buy you lunch and share some ideas and answer any questions you may have when it comes to Retirement Plans for Small Business.