(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.”
Alan Maples, estate planning attorney and retirement planner at DFW Retirement Planners, says that he appreciates the role of the business owner. He commented, “Men and women who operate a business are some of the most resourceful and hardworking people you’ll ever meet. And because they’re so driven and focused on their business, oftentimes they don’t take the time for themselves, which often means their retirement plan suffers. The most common issues I see are incomplete or incorrect wills and estate plans and a general lack of succession planning for a business. These are the areas that we can help tighten up so that a business owner can go into retirement really prepared. At DFW Retirement Planners we’re able to truly offer a 360 degree view of retirement. Our clients appreciate the fact that we’ll help them assemble all the components of a retirement plan, and especially those important planning items that pertain to their business.”
Both Levensailor and Maples both 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).
