(DALLAS-FT. WORTH, TX) Retirement planner Britni Levensailor says she loves helping business owners plan for retirement. Levensailor, VP at DFW Retirement Planners, recently talked about the retirement planning issues that business owners face on DFW Retirement Radio. The program is broadcast Saturdays on 1080 KRLD and 820 WBAP Radio in Dallas/Ft. Worth.
Levensailor characterizes the role she plays in serving business owners as that of a ‘personal business concierge’. She added, “Business owners are very busy and I find that they really appreciate the services we bring to the table at DFW Retirement Planners. We’re there to help with tax planning, estate planning and even buy-sell agreements. We strive to be a valued resource to our clients who are business owners.”
Levensailor said that tax planning is front and center in any discussion with a business owner. Levensailor commented, “Most business owners that we meet are over-paying on their taxes. We’re able to help them understand the options that are available that will result in a 20-40% tax savings, and in some cases even more.”
For more information on retirement planning for business owners, listen to DFW Retirement Radio. The program is broadcast Saturdays from 10-11 AM on 1080 KRLD Radio and 2-3 PM on 820 WBAP Radio in Dallas-Ft. Worth. Click here for more information on DFW Retirement Planners, or call 1-888-7-PIGGY BANK (888-774-4492).