601-925-8099
Mascagni & Company, Inc. - Financial & Investment Advisor
 

Retirement Planning for Business Owners

When your personal finances and retirement are wrapped up in your business, you need financial planning that looks beyond today’s balance sheet. And you need the time to look. The professionals at Mascagni Wealth Management can help you focus for retirement through the lens of owning such a valuable asset. Helping you plan in this area can leave you more time to manage your company.

Mascagni Wealth Management stays abreast of the ever-changing landscape of retirement planning and how this might impact your goals and desires. We are also happy to work with your CPA and other business professionals to help you make the most out of your life’s work.

Retirement Planning Services for Business include:

  • Retirement Plans for Business—Profit-sharing, 401(k), SIMPLE,
    Safe Harbor, SEP, etc.
  • Comprehensive Financial Planning
  • Retirement Planning, including Funding Needs Analysis
  • Retirement Income Planning
  • Pension and Rollover Analysis
  • Investment Advice and Portfolio Allocation
  • Estate Planning
  • Business Buy-Sell and Succession Planning
  • Capital Needs Planning for a Surviving Spouse and Family

Interested in retirement services for individuals? Click here.

 

  

We offer no-fee consultations. Please contact us for more information about how Mascagni Wealth Management can assist your business and help you plan for retirement.

Helping the Jackson Metro area since 1998. Contact us for a free consultation.           |      601-925-8099     |     Facebook icon  Follow us on Facebook      |     rss   Subscribe to our RSS Feed

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.