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BUSINESS PLANNING
If you're a small business owner, you are balancing many tasks including business growth, investing, and your own personal planning.
A Stratos advisor can help simplify the process by integrating your business and personal planning - in an attempt to find synergies that may provide tax-efficient investment and retirement opportunities.
Building Financial Strategies for Business Owners
Stratos Advisors can help build financial strategies intended to help business owners by:
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Appropriately Setting Up Retirement Benefits
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Creating tax-efficient opportunities
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Addressing risks
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Planning for business transition
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