You wear a lot of hats – founder, strategist, HR, cheerleader. But one role many entrepreneurs overlook? Chief financial planner.
At 3D Wealth Management, we’ve spent years working with business owners like you, and we see the same thing time and again: impressive growth, visionary ideas … and missed opportunities.
Here are a few questions we like to ask; ones that often reveal gaps in even the most successful businesses:
- What happens if you get sick or hurt and can’t work? Disability coverage isn’t just for employees. Without the right plan, your business could stall and set costly precedents.
- Do you have a strategy for tax-free retirement savings beyond your 401(k)? Certain Roth IRA strategies could potentially allow you to invest extra funds with tax-free withdrawals, depending on your situation.
- Heard of Section 162 Executive Bonus Plans? You can offer selective benefits to yourself and key execs – deductible for the business, rewarding for the recipients.
- Is your buy-sell agreement funded? Great legal documents don’t mean much without a funding plan.
- Are you hiring your kids? Done right, it’s a deduction for you, a Roth for them, and a win for the family.
You’ve built something valuable. We can help protect it, grow it, and make sure it lasts.
If this sparked even one new question, that’s a sign we should talk.
3D Wealth Management specializes in financial planning, investments, risk management, and benefit strategies for entrepreneurs and professionals. Let’s build your plan together.
Nick Walker uses 3D Wealth Management as a marketing name for doing business as a representative of Northwestern Mutual. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Visit 3dwm.nm.com for more information. All investments involve risk, including possible loss of principal. Not intended as tax advice. Seek advice regarding your circumstances from an independent tax adviser.
