Owning a business can be very rewarding. It’s also all consuming. And retirement planning is often put on the back burner. We can help you set up a plan for your next chapter in life, so that when that times comes, you are well prepared.

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Rex Clevenger:

Being an entrepreneur and running your own business takes a lot of passion – also a lot of time.  You’ve put your blood, sweat, and tears into building and nurturing what you’ve created.  You know first hand that hard work pays off.  That same hard work goes into putting a succession plan in place.  We can help you develop a strategy so that it’s ready to set in motion when you are ready, or it’s needed.

Wendy Cox:

We’ve helped entrepreneurs build and grow their businesses. We know that it can be hard to carve out time to focus on your own personal financial planning when you’re wrapped up in all of your day-to-day responsibilities.  But it’s important to plan for YOUR future too.

The earlier you start, the easier and less time consuming it can be.  Starting earlier also puts time on your side in terms of compounding, planning and creating more diversification.  We can help you put processes in place to help take some of the burden off your shoulders.

Rex Clevenger:

Chances are, you’re relying on the value of your business to fund your retirement. But do you really know how much it’s worth?  In our experience, most business owners don’t. 

Maybe you have assets scattered in different places and need to consolidate to make them more managable.  Or, you may need to diversify so that everything you have is not tied up in your own company. We will look at the big picture and help you get your arms around it.

We can also help you plan an exit strategy – so that when you’re ready – or life throws you a curve ball that forces you to step back – you can make that transition as smooth as possible.

Wendy Cox:

And above all else, we can help you protect your loved ones. What happens to your business if something happens to you? Would your family be forced to sell or liquidate it?  Would they be able to maintain their lifestyle and feel confident about their future?

Rex Clevenger:

I love working with my clients and I love the relationships I have with them, so I don’t plan to retire. But if a health problem forced me to retire, or I were to die suddenly, I have a succession plan in place to protect my family and my clients.  Wouldn’t it be wise for you to be prepared as well? 

If you would like to explore financial planning or succession planning, give us a call or contact us through our website.  We’d love to visit with you.

Want to learn more about our process?

Schedule a 15 minute introductory call so we can learn more about you, your financial goals and how we can best help you achieve them.