Our philosophy includes the understanding that all of our clients are different and have different needs and aspirations. We therefore see it as essential that we fully understand your objectives before building and maintaining a retirement strategy geared to meeting those objectives.
This is never truer than when looking at retirement planning for a Business Owner. Do you need a straight forward plan, or do you have more complex needs, such as using your pension to purchase commercial property for the business to trade from?
Is your exit plan to take natural retirement or do you intend to sell your business. Various strategies can be employed when selling a business from management buy outs to silent equity partner.
At Century Financial Planning we will create a strategy that will not only have your retirement and exit goals in mind, but will also seek out tax savings and efficiencies wherever possible.