Monetize Your Life’s Work
You poured your heart and soul into building a company—and the hard work paid off. Over the years, you have guided your business to become successful, with steadily expanding revenue and staff. But you have concerns.
Taxes seem high, and you wonder if you can reduce them. You are approaching retirement, and you need to know if your cash needs will be covered. Retirement also brings up the question of how best to exit your business. Family dynamics are staring at you. You may be wondering:
Who understands me?
How do I protect both business and personal wealth?
When should I start planning my exit strategy?
Can I depend on selling my business to fund my retirement?
How can I reduce my taxes?
What will my retirement look like?
What’s next for me when I leave the business?
For over two decades, SJS has consulted with business owners to help craft a strategy to monetize their life’s work. Coordinating with other professional advisors such as accountants, investment bankers, and attorneys, we help you grow, protect, and preserve the wealth and legacy your hard work has built.
We start with you, both personally and professionally. We then complete a comprehensive picture of your finances and keep you moving toward your goals.
Our goal is to help you make good financial decisions now and in the future. We can help you:
Manage the balance between business and personal wealth
Minimize your tax burden
Plan your exit strategy from the business
Leverage your resources to help you feel comfortable in retirement
With “what’s next” in your life
Your services are supported by our proprietary investment process, MarketPlus Investing®, which provides personalized investment portfolios built with low costs and tax efficiency in mind. As a Registered Investment Advisor (RIA), SJS is duty-bound to serve as a fiduciary, putting your interest first.
In this way, we strive to free you from the burden of worrying about your finances so you can stay focused on running your business.
