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Small Business Concerns

Benefit plans for small businesses

As your financial advisor, I can show you plans that can help you attract and retain talent by providing employee benefits including retirement, profit-sharing plans, life insurance, health insurance, and disability insurance.

Plans are also available for owners, partners, and executives. Benefits such as Executive Life/Disability help protect your assets and your income in the event you, or a key employee, becomes incapacitated.

We're also available to conduct employee benefit education seminars to assist your team in understanding their benefits and use them to help create a more independent financial future.

Retirement Planning for Small Business Owners

Retirement isn't just for corporate employees and executives. As a business owner, you may choose to retire and enjoy your senior years in comfort, or you may choose to stay involved with the business you love well into your twilight years.

I can help you design a financially favorable exit strategy. Whether you pass the business on to a successor or sell it, transferring ownership of a business requires careful assessment of the value of the business and well crafted buy-sell agreements.*

Financial planning is not just for employees. It is just as important for business owners to manage their assets, ensure ongoing cash flow, and plan their retirement. By working with me, you can identify important financial milestones in the future of your business and create a plan that helps support your vision for the growth and legacy of your business.

If you are a small business owner, contact Marc Walker today at 813-804-7914 for a complimentary, no obligation consultation. Ask me questions and allow me to demonstrate how I can help you.

Thank you

Marc Walker


Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

06/18