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Wealth Preservation

Wealth Preservation

Many business owners hold much of their wealth inside their business. When you transition out of your business, you will need a plan to invest the proceeds into various vehicles that can provide the kind of annual income you will need to live the life you desire.

Another aspect you will want to consider is estate planning. Now is a perfect time to coordinate your wealth planning with your estate plans. There are many avenues to take on both fronts, and a good advisor will take into account your risk tolerance, investment portfolio, current investment strategy, and personal goals and objectives.

It is essential that you work with an advisor to go over your assumptions for the future. Many business owners think that with the right lump sum, they can handle all living needs and leave something behind. Too many times, they are wrong.

Having an outside and objective advisor help you form a retirement and estate plan that takes into account your living needs for the future and the legacy you want to leave your loved ones should not be undervalued.