Self-Employment Retirement Building
Build a Satisfying Retirement as a Business Owner
Are there gaps in your retirement planning? We will help you fill those gaps.

The Early Years
What are my options for retirement savings? Do I have employees that should particpate in my retirement plan?
- SEP IRA, Simple IRA, and 401k
- What's right for my business?
- What are tax benefits?
- Should I create a coporation?
- Traditional Pre-Tax contributions vs Roth contributions
- Develop a personal strategy for retirement investing

Mid Career
Do you have a desired retirement date? What are the issues regarding retiring early vs working longer?
- Start thinking about your retirement goals
- Is your retirement portfolio growing?
- Are you on track to meet your retirement needs?

The Home stretch
Set a goal for a retirement date. Will working a few additional years make a significant difference, or is it the right time?
- How do you protect your spouse?
- When do you claim social security?
- What are your Health Insurance needs in retirement?
- How does medicare fit in?
- How do you start drawing on your retirement assets and what are the tax issues?
Let's start with a conversation and you'll understand the building blocks of retirement in about 30 minutes. Saving for retirement is not complicated, time consuming, or expensive. It is better to start earlier than later, but you're never too late.