For many of America's business owners, a great deal of their net worth is tied up in their business. If you are like most business owners, for years you have worked on growing your business, making it profitable, and perhaps taking care of your employees. No doubt this represents thousands of hours of hard work and study.
But, how many hours have you spent studying how to EXIT your business? What role does your business play in your retirement plan? Some business owners simply close the doors and walk away from their business when it is time to retire - in many cases sacrificing hundreds of thousands (sometimes millions) of dollars that could be used to fund a fulfilling and meaningful retirement. Other business owners simply keep showing up for work, day after day, long after they could have retired and started a new and exciting chapter in their lives - simply because they don't know what else to do. Eventually, their business, health and motivation fades - as do their retirement dreams.
As your "Financial General Contractor," PARAGON advisors work closely with other professionals to leverage the value you have built within your business to maximize your life experience as you approach retirement. We have worked hard to build an extensive network of experts to assist you with every aspect of the transition.
Our sophisticated, state-of-the-art wealth management technology is particularly helpful to business owners with busy lifestyles.
Please click HERE to see a video of our Wealth Management System!
What can we do for you?
RETIREMENT PLANS AND EMPLOYEE BENEFITS (INCLUDING INSURANCE)*
- Help you select the most appropriate employer sponsored retirement plan
- Decide between qualified plans (including pensions and 401K - type plans) and non-qualified plans
- Design executive and key employee compensation
- Evaluate current plans for adequacy and cost-effectiveness
- Analyze and help select plan investments
- Conduct personal financial planning seminars for employees
ESTATE PLANNING*
- Help minimize estate taxes through proper holding of assets
- Develop buy-sell planning for the owners
- Create a workable business succession plan
- Help plan and execute transfer of business wealth to family members
- ESOP (Employee Stock Ownership Plan)
* PARAGON does NOT sell insurance products and is not a law firm. Instead, our advisors work in coordination with estate planning attorneys and employee benefits specialists to accomplish business owner objectives.
Investment Advisory Services Provided by PARAGON Wealth Strategies, a Registered Investment Advisor.
