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Small-Business Owners Preparing For Retirement

Our goal is to help business owners avoid costly mistakes and confidently plan for the retirement they deserve.

Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies.(1)

Too often, however, small-business owners spend so much time and energy building their companies, they neglect their personal financial futures. They might consider their companies to be their retirement plans, but don’t create the structure or strategy necessary for turning financial success into a meaningful retirement.

Perhaps You're Wondering...

When Can I Afford To Retire?

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How Will I Pay For Healthcare In Retirement?

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What Should I Know About My Retirement Plan?

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What Does My Dream Retirement Look Like?

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What Else Is On Your Mind?

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(1) “Business Statistics: 19 Essential Numbers to Know in 2019.”Fundera Ledger. [Accessed Mar. 21, 2019]