There are few things more rewarding – or challenging – than owning your own business. We understand that it’s an integral part of your life, and we can help you develop a comprehensive financial strategy that encompasses the needs of not only your business and employees, but also of you and your family.
Your Business
You’ve put hard work, energy and passion into building your business. And the demands of being a business owner can be a challenge. But having the appropriate investment and protection strategies for you and your business is critical. And you’ll want to help ensure that your retirement plan meets your needs as well as those of your employees.
Your Employees
You can help yourself and your employees prepare for the future. In fact, surveys show that, next to health care, most employees consider a retirement savings plan the most important piece of a benefits package. You may be better able to attract and retain employees. In addition to helping you work toward future goals; a retirement plan can help you attract and retain employees and may offer tax advantages.
Your Exit Strategy
Often, your business can provide retirement income, the foundation for another business or a legacy to future generations. You can determine what happens to your business after you sell it, turn it over to the next generation, retire, or suffer an unexpected event like an injury, illness or death. It’s essential to develop strategies that can protect the value of your business and key employees while providing for the orderly transition.
How We Approach Your needs
Whether you’re considering integrating the value of your business in your retirement planning, liquidity strategies, succession planning within your family or estate considerations, your financial advisor can help address both your personal and business financial goals.
What’s Important to You?
We know you have lots of priorities, so we offer a variety of choices. A buy-sell agreement can be used to plan your exit and life insurance can play an important role in protecting the value of the business, and what you leave for the people important to you.
Important Information:
Edward Jones, its employees and financial advisors are not estate planners and cannot provide legal or tax advice. Please consult your lawyer or qualified tax advisor for further discussion about what planning is most beneficial for you.
Insurance and annuities are offered by Edward Jones Insurance Agency (except in Quebec).
Contributed by:
Tammy ScuralliEdward Jones Financial AdvisorMember —Canadian Investor Protection Fund
