Late-Career Owners: It is Your Turn

Wealth Preservation

Owners nearing retirement age may or may not want to continue working, but can benefit from planning for either outcome. They prefer to have a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning and allocating sufficient resources to enjoy a comfortable income in retirement. Making reliable assumptions about the future is a key attribute of a quality long-term plan.

Working with MANAGEMENT ADVANTAGE, late-career owners will make the necessary adjustments to follow the right course toward wealth preservation based on their personal and business financial goals. Services designed for late-career owners include:

• Financial plan review and adjustment
• Estate planning
• Trust services
• Investment management, including structured life insurance strategies
• Financing sale of the company