Are Your Financial And Retirement Choices Limited By A Lack Of Knowledge?

Many women business owners want to consult with their CPAs and financial advisors before making financial decisions. That’s wise, it takes a team for comprehensive planning. Keep-in-mind, Susan often informs CPAs and financial advisors of tax strategies – that are unknown to them. Having Susan D Marshall on your team gives you a wider range of options to make stronger financial decisions.

Here are a couple of considerations for a time when you are no longer able to run your business and/or are ready to retire:

  • Many business owners are disadvantaged by not having an IRA or 401k
  • Business succession planning includes tax strategies for transfer of ownership

 “I’ve been in business all my professional life. I am passionate about working with women business owners. So many do not have strategies in place for retirement income planning. We can change that. Call me. Let’s talk.” Susan D Marshall