Practice/Organization Description
Securing Your Future.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.
Jason M. Woodward, J.D. is an estate planner, tax planner and financial planner with extensive experience as a tax and estate planning attorney who will help you plan for your most important goals.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a trained professional, Jason M. Woodward, J.D. will help you identify your financial needs and then determine which insurance and financial solutions can best help you meet your objectives.
Business Solutions
If you are a business owner, you have the added responsibility of your business to worry about on top of your family. The following information can help you start thinking about possible solutions.
Helping Your Business Grow
Don't have a Harvard MBA? You're not alone. Most successful entrepreneurs started out with what seemed like a good idea and ended up running a business of their own.
How can you learn to manage the business side of business? Read, study, ask lots of questions, and seek out sound advice from your tax, legal and financial advisors. You can also turn to Jason M. Woodward, J.D. to discuss how the solutions he offers can help you support your business growth plan.
Business Continuation Planning
As a business owner, you are the lifeblood of your organization, the driving force behind its success. Have you considered what will happen to your business when you are ready to retire? Do you have children or other family members ready to continue the family business? Or is there another successor in line who will be able to pick up the reins? Most of all, if you died prematurely or became disabled, will the business you worked so hard to build be able to continue...and will your family be financially provided for? Tough questions, yes, but ones you need to ask.
Retirement/Estate Planning
One of the nice perks of being self-employed or a business owner is that you don't HAVE to retire. You're a doer. You like to make decisions and see results. But maybe someday -- perhaps when you're 65, 75 or older - you just might WANT the option to trade the fun and frustration of work for golf, gardening, vacationing with the grandkids or sitting back and relaxing with family and friends. Just as important, you also want to have all your ducks in a row, so to speak, when it comes to making sure your loved ones are well provided for in the future.
Neither of these goals will just happen on their own. They are the result of decisions you make today. That means retirement planning and estate planning - mapping out a strategy to create options for you and for your family. Fortunately, there are more retirement and estate planning choices available today than ever before for business owners and those self-employed.
For further discussion on these issues, contact Jason M. Woodward, J.D. at 603-264-7550 today.
