Business Owners

A Retirement Income Specialist can help maximize the use of your corporation.

You have been successful and worked hard at building cash in your business. Now it's time to use wealth strategies that minimize tax to create long-term retirement income.

With an experienced Retirement Income Specialist, you can simplify the decisions you need to make in your business and personal finances.


Business succession planning

  • Tax efficient transition of business.

  • Stability for business to continue.

  • Incorporate business plans into a retirement income plan.


Personal finances

  • Learn how to have the business benefit the owners personal retirement needs.

  • Business planning & personal planning working together to provide the most tax advantaged retirement.

  • Estate planning to minimize taxes and simplify the estate.

  • Wealth transfer strategies (efficiently pass wealth to future generations).

Will you stay on as an Owner into retirement or sell outright?