Executive Services & Tax Management Strategies

Could your company bear the loss of a key executive or key employee? Who will lead your company when the CEO retires? What if your partner or top salesperson becomes permanently disabled? Do you have a plan?

Retirement Pathways can help you prepare for these events by consulting with you, your CPA, and Attorney on things like key person insurance, buy-sell agreements, business owner’s estate planning, trust services and succession planning. Planning for these events now will help you avoid potential business threats, reduce taxes and overall feel more secure about the future of your business.

Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.