Link to Wealth Funnel Video and a Guide that is available for download (includes a fillable worksheet that calculates shrinkage).
A checklist overview of "Business Financial Planning" to help you determine direction or if you are missing out.
The fillable pdf is available for download.
Protect and Grow Your Nest Egg
Business owners face big blind spot
Sample Strategies You want:
Link to downloadable Retirement Planning Checklist and What is a Successful Retirement?
Link to how much insurance is enough calculators and "How long will I live?"
WHAT MAKES ME DIFFERENT:
Certified Financial Planner with years of experience involving hundreds of scenarios.
If a product is recommended to address your needs: executive benefit plans,permanent life insurance,term life insurance,universal life insurance,whole life insurance,business life insurance,guaranteed issue life insurance,disability insurance,critical illness insurance,retirement income plans,income annuities,joint annuities,annuities,RRSPs,GIFs,guaranteed investment funds,employee benefits,pension plans,mortgage referrals,
For suggesting where to go NO
If you choose to go YES
Review and co-ordinate with your CPA