I help Business Owners retire faster with proven Tax-Efficient & Low-cost solutions.
Are you a Business Owner working hard to build your business to achieve your personal income and retirement goals?
Are you a Business Owner working hard to build your business to achieve your personal income and retirement goals?
New challenges
Building a business is challenging and presents new challenges constantly. It seems you're always juggling financial responsibilities and other obligations.
Working around the clock
Most business owners spend long hours building their company to become successful, but lose sight of their personal financial freedoms and goals.
Work longer than expected
As a result, many business owners end up working more years than they planned to before retirement. While many don't want to stop working, Jim helps get you into a position that you can "choose" to stop whenever you want.
Have you thought about the following?
Business owners need to take the time to answer some important questions that will ultimately determine their retirement preparedness.
If your business suddenly suffered a drastic revenue drop, how much in savings do you have and how would this impact your retirement plan?
Have you creditor proofed your retirement plans? Utilizing special programs exclusively available to business owners can allow you to creditor protect your investments.
Are you producing passive income via investments within your corporations? Are, you looking for options to eliminate this passive income with tax-efficient solutions?
Do you have a written plan on how you can use your company to ensure your retirement plans?
Everything starts with a conversation.
To solve these and many other problems, contact Jim directly. Nothing is cookie-cutter. After a free no-obligation strategy session, Jim can help you attain your goals faster ultimately helping you retire when YOU want.