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Small Business Services

Small Business owners are a critical part of the economy providing products, services and jobs to many Americans. Taking risks with both time and investment is an essential part to owning a business as well as getting the support you need.

Retirement Strategies, Ltd. Provides services helpful to running a business and will support the business owner in maintaining their own work and retirement goals along with creating a legacy for their family.

Our Business Owner services include:

  • Specialized retirement planning and asset accumulation unique to business owners.
  • Wealth management and investment strategy for business owner personal assets along with corporate accounts.
  • Retirement account and pensions plans that will benefit employees as well as provide maximum savings for the business owner.
  • Estate planning and Legacy building
  • Income tax strategies
  • Business Insurance, Buy-Sell & Key-Man planning
  • Also, for additional business owners’ services, check out our other providers in the Under One Roof Network HERE.

As a business owner, in addition to providing superior products and services, one of your primary goals is to surround yourself with a team that can support and guide you in maintaining and growing your business. Retirement Strategies and our comprehensive set of services can be an integral part to help you achieve those goals.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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