Young Business Situation
You are an owner of a very young business. Your business is profitable and has a good future for growth. You currently have some financial product in place, however, you are unsure if these are what you need, if they are cost-effective and really need assistance on what to do for the future. You had retirement funds but used them to provide equity for this start-up and need to establish a retirement funding program.
What do you do? Here's a case study of one such situation and a workable solution for the owner.