Running a small business can be challenging and time consuming—to say the least. And if you are like many business owners, most of your retirement is invested in your business. You may be an expert in your field and you may run a highly successful business, but planning your retirement or passing down ownership of your business may be outside of your expertise—or schedule.
Our clients benefit from strategies available to larger firms but with the added benefit of working with an objective, independent firm. We know our business clients and their families, and they know us. When your business reaches the point where your retirement plan is dependent on your exit or succession plan, call someone who knows what it’s like to run a small business and who has the capabilities and resources to help you plan for the future.
Mascagni Wealth Management works with many business owners and understands their unique needs. To find out how we can help with your business planning needs, contact us.