Retirement

Services

Retirement

You’ve earned your retirement and it’s time for you to relax and enjoy that benefit. I can help you transition to retirement and give you the peace of mind knowing that your retirement plans and estate are in order. Your family and grandkids will be taken care of as you see fit.

As an entrepreneur, you know that you won’t stop working once you retire. I help my clients plan for their business transition on retirement, be it an outright sale or a succession with family or employees.

You know how important it is to plan for business to be successful, the same goes for retirement. I help my clients plan for their business transition on retirement, be it an outright sale or a succession with family or employees.

  • Have you planned for retirement?
  • Will you sell or transition your business?
  • Will your children and grandchildren be taken  care of?
  • Its time to ENJOY your retirement!

Business Sale

– You know it’s time to sell your company.

– Your children wish to buy your business.

– Your retirement means it’s time to hang up your hat and close up.

Retirement Planning

– You want to provide for your grandchildren.

– You’re not sure how much money you will need.

– You want to spend the winter in the Dominican.

Estate Planning

– You’re not quite ready to give up your control of your business.

– You want to ensure your grandchildren are taken care of.

– You want to minimize the taxes when you die.