5 Retirement Mistakes Small-Business Owners Make Whitepaper

As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take when building the retirement you desire—while managing your myriad responsibilities.

Small-business owners are an essential component of America’s economy. In the United States, 99.7% of all firms are comprised of small businesses with 500 or fewer employees.¹

Too often, however, a small-business owner spends so much time and energy building their company that they neglect their personal financial futures.

With this report, our goal is to show business owners how to maximize the value of their companies with business strategies that may also help them prepare for retirement.