You didn’t strike out on your own without a heavy dose of planning and foresight. You know that success is two-fold: taking care of those people who have shared your vision for helping the company grow and also managing the fruits of your own labor.
BeamaLife specialists can serve as your personal CFO. We can help you determine proven and time-tested ways to grow your retirement nest-egg without the volatility of the market. At the same time, we offer you vital protection to keep your company growing and your vision strong, even if you’re not there to spearhead it. The financial planning for business owners is very complex matters and requires specialized skills, education and experience. We offer:
Especially when insurance plays a key part, it can ensure there’s cash available when the time comes.
Consider this: a third of female business owners and a quarter of male business owners have not estimated how much they need for retirement, according to a study by The American College. And only 10% of women and 20% of men say they have a written plan for transitioning their business.
BeamaLife specializes in working with small business owners and entrepreneurs and pointing the way to a successful future. We can help you manage the impact of inflation, medical expenses, longevity, asset management, long-term care and tax management. Please call (877) 972-3262 to speak with one of experienced business planning specialist or complete this short form now.