Small Business
Small Business
You've built a successful and profitable business.
Now it's time to focus on what you will have when you retire.
As a business owner, retirement planning can be overwhelming because there are so many considerations:
- Should I keep or sell my business?
- How much money do I need once I stop working?
- Can I cover unexpected medical expenses?
- What do I do for my small team of employees that feel like family?
At Cornerstone Wealth Management, we understand
your business is more than just a financial investment.
It's also a personal investment.
Retirement Plan Recommendations
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.
Selling 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.