Saving money is an important part of anyone's financial and life insurance plan. It's especially important for business owners as they are entirely responsible for their own savings and retirement plans. If you haven't explored it yet, you will be amazed at the solutions available to benefit business owners and entrepreneurs. We have many tax effective solutions to help you retain more of your hard work that are savings and creditor proof with great estate protection built in.
Savings planning can be more complex for business owners than for other people. Business owners and entrepreneurs need to include retirement income, special tax considerations, and succession issues in their savings and retirement plans. Potential sources of income include business equity, registered savings and unregistered savings.
At First Advantage Financial, our small client focus enables us to dedicate more time to understanding your needs and the needs of your business. We are dedicated to understanding your priorities and goals to create a 'big picture' savings plan that will successfully achieve your personal and professional goals.