Business Owners

Business Owners

Welcoming Added Responsibility

Owning your own business requires dedication and passion. It also gives rise to many unique financial issues, since you are responsible for providing your own retirement plan as well as providing your family and employees with needed benefits. Scholar Wealth Management understands the challenges of being independent and can help you with the myriad of decisions that come with being your own boss.

Whether you engage SWM to review your existing retirement plan or are looking to implement a new one, your advisor can help ensure that your plan offers the right mix of investment products, easing your liability as a fiduciary entrusted with prudently overseeing your employees’ retirement savings. With significant tax advantages for both the employer and the workers, setting up and contributing to a retirement plan is a great way to save for your retirement while benefiting your employees.  

Whether you are looking to provide employee benefits or to provide for your key people, your advisor can provide you with timely advice and practical solutions.