Common Concerns:
- How can I pay less in taxes?
- Have I protected my business for my family?
- My employees are like family, what can I do to help them and in doing so help the business?
- What happens to my business if I or a business partner can’t do their job?
- What options are there to sell the business?
Common Concerns:
- How do I pay less in taxes?
- How much do I need to save?
- When can I make work optional?
- Am I on track? What do I need to do to get on/stay on track?
- Will my family be alright if something happens to me?
Common Concerns:
- How do I pay less in taxes?
- Do I have enough saved?
- When can I make work optional?
- How much will healthcare cost?
- Will my spouse be taken care of if something happens to me?
- Where will my income come from? From which accounts should I take my income?