Retirement Planning For Business Owners

The White Paper You MUST Read!

Until the day you retire, it has been your responsibility to manage all affairs concerning your business. As an entrepreneur and business owner – be it coffee shop, a catering company or doctor’s office – your financial success and that of your employees has rested entirely in your hands. In addition to managing the financial affairs of your business, you will also need to make provision for your retirement and for your employees’, but this is not necessarily something the business owner should manage.

There are a plethora of retirement plans and options to choose from and the one to fit your precise needs is best determined and managed by the wealth management experts who have experience in helping business owners such as yourself.

JKL Wealth Management Retirement Planning for Business Owners

What would be best for you and your business? A Simplified Employee Pension Plan (SEP IRA)? A self-employed 401(k) plan? Or a Savings Incentive Match Plan for Employees (SIMPLE IRA)? What about you? What plan would see you earning an income for the rest of your life even once you’ve sold or handed your business over to someone else? There are many challenges, issues and factors to take into account when retirement planning for business owners and this responsibility shouldn’t fall on your shoulders.

JKL Wealth Management, has the resources and experience to help you look after yourself, your family and your employees in life beyond career. Your success should not end with your business. Rather, it should see you through your golden years in exceptional comfort and style and enable you to leave your family a legacy that will contribute to their happiness and well-being.

Click on the following links for individualized retirement planning advice for business executives:

Let’s Get Connected!
If you have any questions or would like individualized wealth management advice, please contact JKL Wealth at:
Phone: (858) 535-1705
Fax: (858) 535-1701
Email: john.lohrenz@lpl.com
Alternatively, fill out the Contact Form and we’ll get back to you shortly.
Physical Address
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075