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Business Owners & Entrepreneurs

Think about all the reasons why you wanted to start your business. Was it for the freedom of being your own boss? How about unlimited income potential? Or maybe even creating your legacy by building an empire? Whatever your reason was that drove you down this path, owning a business is an evolving and complex process.

Developing a client base, closing new deals, and building your brand are some of the most important activities you can be working on to make sure you put bread on the table every night. With nearly all your energy and passion being funneled into making this happen, it’s quite often that you may wonder how to maximize your potential with all the unique risks you face as a business owner. 

“How do you prepare for potential “slow” seasons when revenue falls? What kind of cash reserve is on hand to keep you afloat?”

“If you are a solo proprietor, what types of tax traps are you exposed to?”

“In a partnership or S-Corp with more than one person? What would the impact be on your business if one of your partners (or even you) got too sick to work or suddenly passed away?”

“What’s the best strategy to set up your future so one day you can retire comfortably?”

As a CERTIFIED FINANCIAL PLANNER™ professional, Benjamin has developed the Business Owner Blueprint System. This unique system will help you:

  • Develop a fail-safe to make sure your business can continue operating smoothly during times of weakened cash flow
  • Button up any tax pitfalls which allows you to earn more money and build your business faster
  • Create an impenetrable wall that protects you, and/or your partners, in the event tragedy strikes
  • Strategically design a retirement plan that allows a smooth transition out of your business when you are ready, not because you are forced to
5 Retirement Mistakes Small-Business Owners Make

5 Retirement Mistakes Small-Business Owners Make

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary. This whitepaper discusses five common mistakes business owners make and common strategies they can use to overcome them.

View Our Complimentary Guide

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