Financial planning for business owners
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Financial planning strategies for business owners with Tiffany Irving , CFP®CEPA®
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Choosing the right retirement plan
As a small business owner, there are many reasons to establish a retirement plan for you and your employees. This guide is designed to help you select which plan is right for you.
Prepare, Plan and Protect
Just as you are identifying short and long-term growth goals and strategies for the company, it is important to identify short and long-term personal financial goals and plans for you and your family.
managing your 401k plan
A 401(k) plan is often a key benefit for attracting and retaining employees, but managing a plan can be challenging for small business owners. Mesirow and a Third Party Administrator (TPA) can help shoulder some of that administrative burden.
optimize tax planning
At Mesirow, we work with business owners like you to help maximize retirement savings, minimize taxes, and maintain the flexibility required to productively run your business by implementing custom retirement plan strategies.
Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.