Retirement Planning for Business Owners
Financial planning for small business owners is different. From saving for retirement to creating an estate plan, what works for you likely won’t be the same as what works for most. As a small business ourselves, we get it. We’re here to help you create an individualized plan for your independent life.
Building wealth as a small business owner
As a small business owner, it’s not uncommon to have 80%, or even 90%, of your net worth tied up in your company. It just doesn’t make sense to ignore your biggest asset to focus on retirement savings and investments alone. You need an experienced advisor to help you manage the wealth in your business, too.
At Berkshire Money Management, we’re dedicated to helping small business owners make the most of their wealth today, make plans for the future, and exit their business on their own terms. From exit planning to turning the proceeds of your sale into a lifelong income, our team – including Certified Exit Planning Advisors and Certified Value Builders Lauren Beckett and Allen Harris – are here to help.
Are you curious about life after your business?
We’re here to help!
