Executive & Employee Benefits

Executives should be saving $50,000 into their retirement plan each year. 

In my experience, one of the main sources of retirement funding that business owners count on is the sale of their business, but it’s an unknown amount at present. Additionally, owners shouldn’t rely on the sale of their business alone for their financial futures. Often, factors out of their control can prevent them from achieving their financial goals, such as economic changes, technology changes, and unwillingness of potential buyers to pay the asking price. Diversification is key to any financial plan, yet most business owners have the majority of their assets locked up in the business.

Read on to hear about how the ownership team at Widgets Co. was able to save $49,000 per owner, per year into their retirement plans. 

Widgets Co. Case Study

Contact St. Croix Advisors today to learn more. We are located in Hudson, Wisconsin, and serve a number of areas in Wisconsin including Hudson, Eau Claire,New Richmond, and River Falls, as well as the St. Paul/Minneapolis area in Minnesota. Our services include wealth management, retirement planning, financial planning, estate planning, asset protection, life insurance, long-term care insurance and expenses, to mention a few areas. Our President, Brett Anderson, can assist you with any questions you may have prior to scheduling your first appointment. Brett can be reached at 651-337-1919 or   .