Small Business Owners

If you are a small business owner, you likely face two important questions when it comes to retirement:

  • How can I best take care of my employees?
  • How can I best prepare for my own retirement?
  • Succession Planning for Family-Owned Businesses‎

Preparing for retirement is particularly essential for business owners because you are solely responsible for all aspects of retirement planning. Unfortunately, it’s something that is often overlooked as the continuous investment of funds into the business takes precedence over planning for your future.

At Pacific Crest Wealth Planning, our experienced financial advisors can help you balance your business’s investment strategy with your personal retirement plan. There are many retirement plans designed specifically to assist small business owners, including:

  • 401(k) plans
  • SIMPLE IRAs
  • SEP IRAs
  • Profit-sharing plans

We understand that you’re busy running your business. Let us help guide you toward a comfortable and secure retirement—that’s our business.

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