Business Owners

Owning a business is a lifestyle. Building and maintaining a business is demanding of any business owner.

Without sound planning, even the best of business ideas will soon falter and perish. Business financial planning is the lifeblood for any venture to succeed, expand and flourish in the long run.

Business Continuity: When entrepreneurs start a business, the last thing on their minds is how to exit. Most business owners spend a lot of time on Operation Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning? Wouldn’t you like an orderly “exit” from the business once it’s time for you to take a back seat?

Retirement, Estate and Legacy planning: Through careful planning, we’ll not only seek to ensure you enjoy a comfortable retirement, but that your legacy passes seamlessly to your next generation of successors. For many business owners, their business is their primary retirement asset.  After many years of building a successful business, they expect to convert it to an income for retirement.

Business owners today must prepare for retirement with the same level of diversification recommended for any retirement plan. Business owners have access to several qualified and nonqualified retirement plan options that can provide a cornerstone for their retirement income needs. Research Financial Group can aid in the creation of a retirement plan such as a SIMPLE IRA, Solo(k), or 401(k).