At Shetland Financial, we offer comprehensive retirement solutions designed specifically for entrepreneurs and business owners like you. Our team understands the unique challenges and opportunities that come with planning for retirement while managing a business, and we’re here to help you build a strategy that supports your long-term financial goals and future vision.
Here are some key benefits of our Retirement Solutions:
Business Succession Planning: We will help you develop a strategy to transition out of your company through a sale, management buyout, or family succession – maximizing your ultimate retirement benefit.
Tax-Efficient Retirement Plan Design: From cash balance plans to defined benefit plans, we create tax-advantaged retirement strategies designed to maximize your savings during your peak earning years. Our goal is to help you build long-term wealth efficiently while taking full advantage of the tax benefits available to business owners.
Diversified Investment Management: We advise against leaving your nest egg tied entirely to the success of your business. We will help you construct a diversified investment portfolio using low-cost strategies to build wealth outside of your company.
Estate Planning Safeguards: Effective trust and estate planning ensures that your life’s work benefits your loved ones and chosen heirs while minimizing tax exposure. We coordinate every aspect of multi-generational wealth transfers, helping you preserve and protect your legacy for future generations.
Asset Protection Guidance: We advise on protective tools like family limited partnerships, domestic asset protection trusts and other long-term asset shielding strategies for business owners.
Partner with us today so we can help you plan for a retirement that is stress-free. We'll guide you through the process to make sure your transition is as easy as possible. Contact us now and we'll get the ball rolling.