Our advisors help business owners protect their interest in the business, diversify their wealth outside of the business, and create a long-term transition plan in the event they decide to retire. Some common services we offer are:
Financial Independence Analysis
Company retirement plan design
Business exit planning
Family wealth transfer
PROACTIVE TAX CONSULTING
SOCIAL SECURITY PLANNING
Charitable Giving Strategies
BUSINESS OWNER CASE STUDY EXAMPLE
Joe & Susan
Joe is the CEO of a successful business in the local area. He started the business 25 years ago and profits have increased substantially over the years. Joe’s son Mark is involved in the business and has expressed a desire to take over the CEO role someday. The other two children are not involved in the business. Joe doesn’t have plans to retire but is interested in
creating a plan that protects his business, allows him
to retire someday, and create a fair distribution plan for his children.
NEWS & MEDIA
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially...
By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite...
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...