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5 Retirement Mistakes Small-Business Owners Make

In the United States, there are 30 million small businesses with fewer than 500 employees and are collectively worth more than $10 trillion. They often have complex financial lives that might need professional support. A common obstacle that small-business owners have to overcome is their belief that their companies are their retirement strategies. This whitepaper discusses five common mistakes business owners make and common strategies they can use to overcome them.

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Heritage Financial Planning, LLC

We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their objectives.

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