Business Center

Center for Business
& Estate Planning

Exit Planning

Fundamentals

Successful business owners invest a great deal of time and effort in building their companies. With the day-to-day demands, it is often difficult to imagine stepping down for retirement. Yet, in order to help build financial security for retirement and ensure business continuation, it is important to plan ahead. Business succession planning can establish retirement income for a retiring business owner, as well as smooth the transfer of operations and/or ownership to family members or another entity. In addition, a succession plan can also provide for unforeseen events, such as death or disability.


Securities products and services are offered through Park Avenue Securities LLC (PAS) 244 Boulevard of the Allies, Pittsburgh PA 15222 1.412.391.6700. PAS is an indirect wholly-owned stock subsidiary of Guardian. Neither Lifetime Financial Growth, LLC. nor Luttner Financial Group Ltd. are affiliates or subsidiaries of PAS or Guardian.

 

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