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Business Owners 

Whether you are an Entrepreneur or long-time Business Owner, you may have spent years planning and building your business. You may have invested a significant amount of personal time and capital to get where you are today.  As you focus on your business, it is easy to delay your personal financial planning until closer to retirement. In many cases, these business goals can interfere and clash with personal goals. At JTL Wealth Partners, we can help you strike a balance between business and personal goals so they work together, striving to have more potential to achieve them. We want you to look to us to provide guidance with:

  • Balance Business Goals and Personal Goals
  • Cash Flow Management
  • Personal Debt Management
  • Tax Strategies
  • Benefits Review and Retirement Plans
  • Non-qualified Deferred Compensation
  • Estate Planning
  • Key Person Insurance
  • Succession Planning 
  • Pay for Performance
Download Our Business Planning Strategies Questionnaire

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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The Business Cycle

How will you weather the ups and downs of the business cycle?
Learn More

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

Have a Question? We're ready to help.

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05/19