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5 Retirement Strategies for Small Business Owners

5 Retirement Strategies for Small Business Owners

February 08, 2023

Small-business owners are an essential component of America’s economy. According to the SBE Council in 2022, 99.7% of all U.S. firms are comprised of small businesses with 500 or fewer employees. However, small business owners often spend an exorbitant amount of time and energy building their companies— which can make focusing on their personal financial future challenging.

As a business owner, you face unique challenges when building a financial future which is why Balanced Financial Concepts seeks to provide resources for you. The "5 Retirement Strategies for Small Business Owners" report provides insights into mistakes small business owners often make and steps to take when building toward the retirement you desire.

Launching and growing a small business is a challenging and time-consuming endeavor. This is why in times of economic fluctuation and changing regulations, we believe it is critical to seek guidance from a financial professional. 

The information in this report offers a helpful overview of what you might need to prepare for your own retirement. From our experience, small business owners who consider these strategies—and take proactive steps to plan for the future—are better able to enjoy the lives they desire.


We know balancing your personal and professional priorities is tough. Therefore, we are here to serve as a resource for you and your family.
If you have any questions about the information you read or would like to discuss your specific needs, CONTACT US to schedule an appointment.