As a small business owner, you probably have felt at times that running your business successfully is one of the most important things in life. It’s likely you have poured a number of resources into it. For this reason, you should give careful consideration to your personal financial plan as well.

A solid business plan is critical to the long-term viability of a business, and similar attention should be given to your personal financial plan.  An experienced financial professional team will take you through an integrated process that will address the considerations of both.

At a high level, this integrated our service process will involve:

  • Determining both business and personal goals

  • Assessing business and personal resources, and determining which areas have opportunities for improvement

  • Developing and implementing a strategy to help you achieve your vision - making sure to balance business and personal goals

  • Monitoring the strategy to determine whether you are on track or if adjustments need to be made considering changing business and personal goals

There are many important personal financial related considerations for you to dive into:

Cash flow planning

Retirement planning

Wealth management solutions

Estate planning strategies

Risk management

Tax efficient strategies

Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC.

The Decision Most Business Owners Aren't Making
and Why It's So Important

Podcasts

The Real Business Podcast

The decision to stay and grow your business versus the decision to leave and transition your business often puts a business owner at a crossroads. So rather than face the decision head-on, it gets delayed and ultimately made without much forethought or planning. In this episode, Brian Trzcinski welcomes Sam Mendelsohn of Value Builder to discuss why this decision is so important, why it must be made with sufficient lead time to be successful, and why considering your future personal and financial needs must be a part of the decision-making process.

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Be Ready To Sell... Whether You Want To or Not

Mavrek CEO Martin Hanson has been in the business of selling businesses for over 30 years, coordinating thousands of transactions worth billions of dollars. In spite of all those deals, Hanson shares that not once, in all those years, has a business owner who called him actually been ready to sell their business. In this episode, MassMutual's Brian Trzcinski leads a candid conversation, and a wake-up call for business owners who anticipate an exit in the next few years.

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Mitigating Risk: Insights from MassMutual's "Planning for the Unexpected" Study

In this episode, Brian Trzcinski welcomes CEO Coach and author Abby Donnelly to discuss key findings from MassMutual's latest research study "Planning for the Unexpected".  This rank conversation includes real stories about business owners who failed to mitigate risk, and the pitfalls associated with ignoring the details in business succession planning.

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 420 Lexington Ave. 25th Floor, Suite 2510, New York, NY 10170.
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