“
Smart Sexy Money is About Your Money
As an accomplished entrepreneur with a history that spans more than fourteen years, Annette Wise is constantly looking for ways to give back to her community. Using enterprising efforts, she qualified for $125,000 in startup funding to develop a specialized residential facility that allows developmentally disabled adults to live in the community after almost a lifetime of living in a state institution.
In doing so, she has provided steady employment in her c
...more
”
―
―
“
Business Owner Planning
Business owners have additional and complex Retirement Planning needs.
Counting only on the sale of your business requires tremendous luck and success.
If business owners consider the business as simply one asset among many, then they should seriously consider additional assets such as:
-Executive Bonus Arrangements
-Nonqualified deferred compensation plans
-Qualified retirement plans
-General investment portfolio
Motto for Business Owner Planning
As I look back on t
...more
”
―
―















