Integritas Financial

Helping Small Business Owners Transition to and Thrive in Retirement We specializing in helping small business owners prepare for retirement, we provide personalized strategies to help you transition smoothly from running your business to enjoying the next chapter of your life. My focus is on empowering you to achieve financial independence, protect your wealth, and create a fulfilling retirement plan that reflects your goals and values. The transition to retirement is a unique challenge for small business owners, involving not only personal financial planning but also addressing the future of your business. Whether you’re selling your company, passing it to the next generation, or stepping back while retaining an ownership stake, I’ll guide you through the process to maximize your financial security and peace of mind. I understand that your business has been a significant part of your life, and the transition to retirement can feel overwhelming. With personalized guidance and a clear process, I’ll help you prepare for the shift while planning for the rewarding opportunities that retirement can offer. Services include: - Developing a comprehensive retirement plan tailored to your unique financial goals, balancing personal and business considerations. - Assisting with business transition planning, whether through a sale, succession, or gradual step-down. - Creating reliable income strategies for retirement, including investment planning and cash flow management. - Reviewing and organizing your financial picture to simplify decision-making and clarify your retirement options. - Assessing life insurance and long-term care needs to ensure you’re protected as you age. - Designing tax-efficient strategies to preserve your wealth and reduce your retirement tax burden. - Supporting the transition from active business ownership to a retirement lifestyle that’s both fulfilling and sustainable.