Whether you’re considering retirement or planning your business succession, our team can help you transition while keeping your financial goals in mind.
Retirement Planning and Business Exit Planning
Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all of the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.
Our approach to retirement planning is designed to help you get to – and through – retirement with a greater level of financial confidence. That means you can relax knowing you have a roadmap to achieve your goals.
To begin, ask yourself these questions:
- Have you saved enough to secure your target income goal throughout retirement?
- Will you have enough from your exit (after taxes) to meet long-term goals?
- What will your life look like post-exit? What will you do with the next chapter and who will you do it with?
- What are your legacy goals? Who or what organization(s) would you like to ultimately benefit from your success?
We’ll help you answer these questions and create a plan for a successful business exit.