The Pension Specialists - Business Owners

By: Pension Specialist  09-12-2011
Keywords: Retirement, Financial Planning, Planning Services

The Pathway to Prosperity™ for Entrepreneurs

As a successful professional or entrepreneur – you have spent a good portion of your life building your business. You made a lot of sacrifices to get where you are – both financially and personally. Now you have the opportunity to integrate your hard work into your life’s dream. The Pathway to Prosperity was designed specifically with you in mind.

The Pathway to Prosperity™ is our unique process designed specifically to help you eliminate your financial dangers, capture your opportunities and build on your unique strengths and past experiences. By using a combination of your present and future lifestyle requirements, integrating them with financial strategies we are able to design solutions unique to your situation. This will allow you to focus on your life dreams, take you through 5 steps:


Individual Pension Plans for Small Business Owners

For many people, RRSPs are an effective method of saving for retirement. However, a standard RRSP may not meet the needs of those who make a higher income, such as small business owners or executives. If you make over $100,000 a year, your RRSP contributions are limited and your RSP will probably not generate enough income to allow you to maintain your current lifestyle in retirement. Fortunately, there is another way to build your retirement income – an Individual Pension Plan

Our team specializes in helping small businesses to address financial issues that affect the economic viability and success of both the company and its principles.

The following is a list of services we provide to businesses and their principles:

  • Executive Financial Planning Service
  • Individual Pension Plans (“IPP”)
  • Retirement Compensation Arrangements (“RCA”)
  • Buy/Sell Agreements
  • Disability Insurance Carve Outs
  • “Key Person” Insurance
  • Succession Planning Services

As a professional or successful entrepreneur you’ve made the right decision when choosing your career path. We’re here to help you choose the financial and lifestyle path that’s right for you, so you can focus in on what’s important to you be it your family, your life’s dreams or your busines

The information in this article was current at 06 Dec 2011

Keywords: Compensation Arrangements, Financial Planning, Financial Strategies, Individual Pension Plan, Pension Plan, Pension Plans, Planning Services, Retirement, Retirement Compensation,

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These are important decisions and we can help provide you with independent advice for a fee to help you with your decision making process as to transferring your pension to Qualified Recognized Overseas Pension Scheme or enhancing your UK State Pension. This will enable you to get a much clearer picture of what is standing in your way, what you might gain and what will make it possible for you to turn your life dreams into reality.