For Business Owners

WHERE BUSINESS MEETS RETIREMENT

Financial Strategies for Business Owners

Running a business means balancing today’s demands with tomorrow’s goals. Whether you’re planning for your own retirement, managing employee benefits, or preparing for succession, Sellers Financial Services is here to help.

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  • How do I plan for retirement as a business owner?

    Your retirement plan may involve a mix of personal savings, business assets, and investments. We’ll help you create a strategy that reflects both your personal and business goals.

  • What retirement plan options are available for my business?

    From SIMPLE IRAs to 401(k)s and SEP plans, we’ll walk you through your options to find the right fit for your business and employees.

  • How do I prepare for selling or transitioning my business?

    Succession planning is key to a smooth transition. We’ll help you evaluate your options, whether it’s selling, passing the business to family, or another path.

  • Can my business investments support my personal retirement?

    Yes, but it’s important to diversify. We’ll help you balance business growth with personal financial security to support your long-term goals.

  • What’s the best way to manage my business income in retirement?

    We’ll help you create a plan that transitions your income from business operations to retirement savings, investments, and other income sources.

BUSINESS AND BEYOND

Guiding Business Owners Beyond the Bottom Line

Your business is part of your legacy. Reach out today to discuss strategies for growing your wealth, planning for retirement, and preparing for the future.