Business Planning
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Business Planning
You focus on the products and services you’re passionate about — our advisors handle the financial planning behind your business.
Committed to the success of your business.
Our advisors at Ion Investments are committed to the success of all our business customers. We’re here to help, so you can stay focused on running your business. Our advisors can assist with:
Consider the statistics.
of small business owners have no retirement savings plan for themselves — and 40% aren’t confident they can retire before age 65.1
in plan reimbursements and fines resulted from 3,677 Department of Labor audit investigations in 2013 alone.2
60–70% of owners wish to pass the business to family — but only about 15% ever do, as a result of poor planning.3
The average 20-year-old worker has more than a 25% chance of becoming disabled before retirement — yet only 2 in 10 own disability insurance.4
Your business finances deserve a plan too.
While your products and services are your primary focus, your business finances still need careful planning — from meeting fiduciary responsibilities on your retirement plan to protecting the business against the unexpected.
Schedule a review now to find out how Ion Investments can help.
Don’t become a statistic. Schedule a business review.
Meet at your business, in a branch, or over video — free, and no obligation.
