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We can help you identify your long-term goals and help you think through the options for a workable retirement.

Some business owners anticipate selling their business before they retire and living off the proceeds for retirement income. Unfortunately, this strategy is not always fulfilled or may not provide sufficient retirement income to supplement Social Security benefits or other savings or assets that can be converted for retirement needs.

Retirement planning can help insure you’ll be ready to retire when the time is right and with a lifestyle you want. How much will you need to retire and which retirement plan is best for your situation are just two of the many retirement questions we can help you with based on your goals and your time frame.

It’s never too early or too late to start planning for retirement. Business owners are uniquely placed to take advantage of some retirement-plan options.

Business Solutions

We understand the retirement challenges and investment opportunities of business owners from IRAs to employer group retirement plans. Benefit from our experience to develop a retirement strategy for your business. We’ll help you find the best solution for your business and for you.

Personal Financial Solutions

Our personal financial solutions are designed to help you achieve your life goals, including retirement, building financial independence and protecting your assets.

Business and personal retirement goals often go hand-in-hand for business owners. Make an appointment today with an American Federal Banker for a comprehensive, no obligation review of your retirement goals. It will be a good investment of your time.

This information offers general advice and is not intended to be marketing, legal or tax advice. Consult your attorney, tax accountant or other professional.