Plan Answers

Take retirement planning off your to-do list.

If planning your retirement took five minutes, you'd do it yourself. But there are so many decisions between where you are now and where you want to be...

Who can help? Wesley Mar.

If "retirement" is becoming more and more important on your to-do list, talk to Wesley - he can do the hard work for you so you can leave your business confidently and work toward a comfortable retirement.

Determining what needs to be done


If you're like many business owners, you have so much "little stuff" to take care of each day that you don't have time to focus on the "big stuff". It can be easy to become distracted. You can't make more time, so it only makes sense to delegate retirement planning to a professional who devotes his time to such work.

Even if your impulse is to "do it all," you need more than magazines and brokers at your side. You need someone who knows you well enough to be objective and honest when it comes to your finances, your business outcome and your estate.

Wesley can play that role. He has become a good friend and ally to owner-operators striving to reach their retirement and legacy goals. You'll like his scheduling and follow-through, the way he says what he does and does what he says.

You'll also like the way he looks at life, retirement, and business needs in the same process. He enjoys hearing the stories behind a business, and helping owners strategize to pursue their dreams.



Working for the outcome you want

When you leave your business, what will you do with the proceeds of sale? Will they be thoughtfully managed by a qualified financial advisor?

Wesley can create a practical financial strategy to encourage the growth and protection of these assets. In addition, he can help you devise a tax-efficient charitable gifting strategy, and advise you with personal care and integrity in an ongoing relationship.

Would you like to learn more? You may call or e-mail Wesley to request more information or a convenient meeting.