For most business owners, your business is your biggest asset. At Modernize Wealth we make sure this asset is working for you, that it is incorporated into your integrated financial plans, and that it will help you meet your personal retirement goals.
Whether through exit planning – managing your eventual transition out of the business – or setting up a 401k or Defined Benefit Plan to retain your best employees and increase its future value, or even discovering the current value of your biggest asset, we can help. Here are just a few of the many questions that we can help business owners answer when it comes to exit planning and business retirement planning in particular.