Principal Financial Group is offering a free analysis to help business owners address planning problems in their long-term financial goals. The program addresses some of the most common gaps business owners can face:
- Retirement Gap: A personal retirement income goal beyond what's filled by Social Security and a qualified retirement plan.
- Market Gap: Amount of capital versus the amount needed to accomplish financial goals.
- Business Value Gap: Difference between book value and fair market value of the business.
- Estate Value Gap: Variance between what the owner planned to pass on to heirs and beneficiaries and what is available.
