304 South Main Street,
You've built a successful and profitable business. Now it's time to focus on what you will have when you retire.
Build your personal financial plan designed with the goal to continue to get paid when you retire
Determine your exit plan – whether it's selling your business or retiring - before it's too late
Be confident that you and your employees are planning for the future
As a business owner, retirement planning can be overwhelming because there are so many considerations:
At Cornerstone Wealth Management, we understandyour business is more than just a financial investment. It's also a personal investment.
401k? SEP? Or a Solo(k)? As a small business owner, deciding which investment plan makes the most sense for your current needs and future plans can be confusing. Together, we'll dig deep into your business and determine which plan is most appropriate for you, your goals, and your business.
You've spent a significant portion of your professional
life building your business. And as you decide what to do as you near retirement, you consider all options, including selling it. We'll help you determine what you need to get from your business sale to fund your retirement.