Business Owners
Most BUSINESS OWNERS have neither a fixed income during their active years nor a pension plan for their retirement. They are so focused on their work that they often ignore their personal goals and tend to reinvest their earnings in the business rather than diversify their assets and spread the risk. The fact that there is no fixed age of retirement sometimes causes them to neglect succession planning or for that matter, even retirement planning. The Primassure Prestige Plan kicks off with an analysis of both the business and personal aspects of the business owner and recommends avenues accordingly, to realize the most lofty of goals.
Our Financial Planning Service Includes:
Consulting: Discussion and review of different areas as we advise and assist where needed.
Our Financial Planning Service Includes:
Consulting: Discussion and review of different areas as we advise and assist where needed.
Business Planning
- Succession Planning
- Continuity Planning
- Benefits Planning
- Business Retirement Plan -Design and Implementation
Tax
- Comprehensive Business Tax Planning (coordinated with your tax professional)
- Tax savings (it should be an essential part of every business plan)-Individual
Other
- Retirement Plan Workshops for Staff
- Key Person Compensation and Long-Term Reward Planning
- Key Person Personal Financial Planning Services
To schedule a complimentary one-hour consultation with a Primassure Wealth advisor, please call (+91 9167495966) or fill out the form below: