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A Small-Business Owner Gives His Family Financial Security
Jack, 43, and his wife Jackie, also 43 run a small landscaping business. They have two children, 8 and 10. Both have been working to save for college and retirement. We helped them set up a small business retirement plan and designed it not only to fund retirement but also to help them save on taxes now. We also set up 529 college savings plans to help fund their children's college expenses. Through the financial planning process, we identified some risks associated with Jack's potential premature death or disability. We helped them protect their business and family from these uncertain events by making sure that they had the right type and amount of insurance coverage. We also helped them align their investments with their financial goals. Jack and Jackie implemented our recommendations themselves and he and Jackie keep up to date with annual reviews.