Retirement Planning for Business Owners

If you've spent years building and running your business, how do you successfully transition into retirement? While the answer is different for each business owner, the starting point remains the same - a well thought-out financial plan. Having a financial plan can help you see what may or may not be possible as you plan for the future. Owning a business brings some unique challenges to your financial life, but we can help you make sense of them.

A Barker Financial plan will take all aspects of your financial life into consideration and show you how they can work together. We will listen to how your business runs and help you select the most appropriate retirement plan to maximize your savings. Your plan will show you the expected financial impact of every scenario, whether it is purchasing a new company car, increasing your savings, or selling your business.

Our financial planning tool can adjust on the fly so we can show you the differences between various decisions.  As your life and your business evolves, we make periodic updates to the plan so you always know where you stand.

Don't wait!  The earlier you start planning, the sooner you may be able to reap the benefits of all your hard work.  Call us today to schedule your complimentary planning meeting.