Personal Retirement Income

For many Business Owners, their business is intended to be their retirement whether that means working less and letting children or key employees run the company or an intent or desire to sell the business. While entrepreneurs are used to facing tremendous risks, the risks of children not having a desire or ability to continue a business, key employees leaving when the business owner decides to retire, or not having a qualified buyer at the time of retirement are risks that can be addressed now in order to provide certainty for tomorrow.

Depending on your business’ structure and cash flows you may be able to create a stream of tax-free retirement income using corporate assets. In some instances, the business can receive tax deductions tied to the funding of the plan.

We can help you fund your future personal retirement through your business.