According to a 2020 NFDA survey, 34% of members plan to retire within the next five years; however, 73% do not have a succession plan for their business. And, when asked what their biggest concerns are for retirement, healthcare, maintaining their standard of living and running out of money topped members’ lists.
To help you plan for retirement, Roosevelt Investments is here to get you started!
As an exclusive benefit, NFDA members can discuss their financial concerns during a complimentary consultation with a Roosevelt Investments Wealth Advisor and access two NFDA member exclusive financial planning programs. Click here for more information.