Women business owners

Protect what you have built

If you own a business, you know there’s no greater reward than flying solo and leading a winning business through hard work and self-reliance. You know the satisfaction that comes from building your business, marketing your product or service, and selling it on your own initiative and drive.

When working for yourself, it’s important to trust in your own abilities. It’s also important to recognize when you may want help. When it comes to managing your finances, it may be time to get the professional assistance of an experienced Equitable advisors financial professional.

Equitable breaks down your complex decisions into small, manageable steps to help you:

  • Learn about the tax advantages of certain retirement plans available to business owners
  • Establish a succession plan for your business
  • Develop your time horizon
  • Choose an individualized strategy to determine how much risk is right for you
  • Review your investment portfolio to help ensure your allocation and diversification meets the needs of you and your business

Advantages for women business owners

As a business owner and key decision maker, you have the opportunity to set your own course for retirement planning. Depending on your earned income and the type of retirement plan you establish, business owners have more options in establishing a qualified retirement plan and can generally put aside more tax-deferred funds than people who work for someone else.

The retirement challenge

Women in general do not have enough money for retirement. Why? There are several key reasons:

  • Women live longer than men and risk outliving their retirement funds.
  • Women are less likely than men to deal with investments.
  • Women are more risk averse.

This means your money has to last longer and go further.**

One small step you can take today

Just as you plan the future growth of your business, planning for your retirement now is a key component to maintaining your quality of life in the future.

When it comes to your retirement plan, it’s important to seek financial advice from professionals with proven track records. Equitable has helped millions of women plan for their financial futures for over 150 years. 

Don’t be caught without a strategy that suits your unique retirement needs as a business owner. Our professionals provide small, manageable steps for busy professionals like you to easily manage their financial future. To get in touch with an Equitable advisors financial professional today and call us at (888) 292-5636.

**  Prudential Financial Experiences and Behaviors among Women 2014-15

Securities products and services are offered through AXA Advisors, LLC, New York, NY 10104, member FINRA/SIPC. Life insurance and annuity products are issued by AXA Equitable Life Insurance Company, New York, NY and offered through AXA Network, LLC, New York, NY 10104, and its subsidiaries. 

Equitable Advisors, AXA Equitable and AXA Network are affiliated companies and do not provide tax or legal advice. 

 © 2016 AXA Advisors, LLC. All rights reserved.

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GE-111006 (01/2016) (Exp. 01/2018)