Business Planning



30% of baby boomers whom are looking to transition their business will become disabled before their business is ready to sell.***


Do you struggle with the debate of how much money you want to reinvest into your business versus opportunities to grow wealth outside your business?

As you contribute to your retirement plan, are you agitated that the government decides how much of your money has to be redirected to your employees?

Do you feel victimized by the tax code, as a large portion of your business wealth and personal income annually goes to Uncle Sam?



*** Source: Penn Mutual – Focus on Retirement Planning Brochure