Business Owner

BUSINESS OWNER STRATEGIES

Smart small business owners invest both in their business as well as their retirement. A big challenge small business owners face is how to split the financial needs of their business with the need to invest for retirement.

We can help you come up with a plan to balance both investing in your business and investing for your retirement.

We focus on SEP IRA accounts that can not only offer retirement tax deferral, but can also offer higher contribution levels than an individual retirement account, based on your income.

Contact

Office: (817) 532-5454

1905 Forest Ridge Drive

Bedford , TX 76201

scott.stentz@worthwm.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Worth Credit Union and Worth Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Worth Wealth Management and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Worth Credit Union or Worth Wealth Management. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT BANK GUARANTEED}	^{NOT BANK DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.