It isn't easy to consider my retirement due to my concern for my customers and employees. It is my legacy, too. How do I know when the business is ready for me to retire? Our Investment Management Group (IMG) offers comprehensive, integrated planning through a personal approach designed to fully understand where you, the business owner, are now, where you want to go, and what you need to get there. During the third session of our four live 30-minute webinars, we will review our integrated financial planning services, including:
? Creating a financial plan gives me confidence that I can live the life I want.
? How can advisors help me process variables when considering a personal financial plan?
? Do I have a wealth gap?
? Knowing the potential value of my business assures that I have enough.
? What do I do if the value of my business doesn't close my wealth gap?
? It is my financial legacy and my family's future that are a stake.
? Next steps to developing a solid financial plan. Rockland Trust IMG has the resources to help guide a business owner throughout the planning stages to address both the personal financial plan and the business succession plan. Our Business Owner Advisory Strategist is an experienced and credentialed advisor that coordinates the entire planning process and suggests other professional resources to support the actual transaction when the owner and the business are both ready. Unable to attend the live event? No problem! Register now to receive an email with the recording.