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Small Business Owner
When Ronil, came to us, he wanted help with his small business and personal finance planning. Ronil started his business 8 years ago. Since then it grew to be a successful small company with 4 full-time and 3 part-time employees. He is starting to accumulate more cash than he needs in his bank account.
Ronil is ready to invest more of his money wisely. He hates paying taxes and was looking for ways to reduce his tax burden. He also wants to offer his employees benefits, including retirement options, while also saving money for his own future. Ronil has two old 401(k) plans from his previous jobs. Ronil was unsure of where to start when he came to work with us.
Couple with 1 Child
Disclaimer: Case studies are hypothetical client scenarios. Planning recommendations may differ from your situation. Please consult with your own advisor before making any changes to your Financial Plan, Investments, or Insurance coverage.