Business Owner Retirement & Succession Planning

Whatever business you’re in, whether you sell breakfast burritos, provide floral arrangements, or sell insurance, the fact is that you’ve accomplished something significant. That business is a part of your legacy, and it needs to be cared for. But what happens when you decide to retire, or you’re thinking about naming a successor? You spent long hours formulating a plan to start your business. The same care should be applied to it when you decide to retire.

At Thorson Financial Estate Management, we know that an important component of planning your retirement is protecting your business. You might decide to sell off your business or keep it within your family. Whatever your choices, we can help you to properly plan, keeping your company running well and protect you from unexpected tax liabilities.

Since 1995, we’ve focused on the key areas of investment management, tax planning, estate planning, and long-term care risk management. We’ll work with you to create a personalized financial strategy that effectively suits both your short-term and long-term needs. For more information or to schedule a consultation, contact us online or by phone today.