Retirement Business

Retirement Planning

Retirement Planning for Business Owners

When your personal finances and retirement are wrapped up in your business, you need financial planning that looks beyond today’s balance sheet. And you need the time to look. The professionals at Mascagni Wealth Management can help you focus for retirement through the lens of owning such a valuable asset. Helping you plan in this area can leave you more time to manage your company.

Mascagni Wealth Management stays abreast of the ever-changing landscape of retirement planning and how this might impact your goals and desires. We are also happy to work with your CPA and other business professionals to help you make the most out of your life’s work.

Retirement Planning Services for Business include:

  • Retirement Plans for Business—Profit-sharing, 401(k), SIMPLE,
    Safe Harbor, SEP, etc.
  • Comprehensive Financial Planning
  • Retirement Planning, including Funding Needs Analysis
  • Retirement Income Planning
  • Pension and Rollover Analysis
  • Investment Advice and Portfolio Allocation
  • Estate Planning
  • Business Buy-Sell and Succession Planning
  • Capital Needs Planning for a Surviving Spouse and Family

Interested in retirement services for individuals? Click here.

Telephone calls are answered personally and promptly by a friendly voice. Contact us to set up a free, no-obligation consultation.

“Whenever clients need us,
we’re here. They tell us
we’re just the right size—
not too big, not too small—
to provide the service they expect.”

—Randy Mascagni