Your End-of-the-Year Checklist for Small Business Owners
As the year wraps up, don’t miss our essential checklist for small business owners. Maximize your year-end strategy for a thriving new year!
Small Business Focus
"What do you need to start a business? Three simple things: know your product better than anyone. Know your customer and have a burning desire to succeed." -- Dave Thomas
Supporting Charleston’s Small Business Community
At Legacy Wealth Management, we believe small businesses are paramount to a small town like Charleston. You are the lifeblood of our community, driving job creation and providing our small town with fresh, innovative ideas and solutions.
The Unique Challenges Small Business Owners Face
As a small business owner, we know you’ve got a lot on your plate, between working long hours and ensuring the viability of your business, all while handling an incredible number of tasks of your own. There can be constant pressure to always perform at the top of your game—in every area of your business.
Partnering With Legacy Wealth Management: Your Trusted Advisor
For this reason, we would love to partner with you to take some of the endless tasks off your plate. We know as a small business owner you are always striving to deliver more than expected. We want to provide that service for you as well. We encourage our business owner clients to think of us as the first phone call to make when navigating any major financial decision. Our financial advisors can help you address tax mitigation strategies, succession planning, improving your company’s retirement plan, and diversification of your wealth outside of the business. Our role is to make your life simpler and easier and to serve as a central point of contact for all your financial professionals.
Comprehensive Financial Services Tailored for Business Owners
We can provide you with seamless financial advisory services including:- Budgeting & Cash Flow Analysis
- Tax Planning
- Calculating SEP Contributions
- Retirement Planning
- Risk Management
- Succession & Exit Planning
- Retirement Plan Advisory Services
- Estate & Legacy Planning
- Collaboration among your financial professionals
How We Help You Simplify Your Financial Life
In Charleston, we’re a community that takes care of each other. By working with us to manage your finances, you can gain invaluable time that can be better spent on necessary business operations and gain confidence that your finances are in good hands.
Investing in the Future of Charleston’s Entrepreneurs
Above all, we partner with our neighbors to invest in our small town and make sure we can keep enjoying the great benefits your small business brings to us. When you do better, we all do better.
If you’re interested in learning more about how we can assist you and your small business, please don’t hesitate to schedule an appointment with us. Reach out today by emailing me at trent@legacywm.com.
About Trent
Trent Derrick is a financial advisor and Chief Market Technician at Legacy Wealth Management. He is passionate about the value small businesses bring to their communities and specializes in serving small business owners by providing seamless financial advisory services tailored to their financial needs, including tax planning strategies, cash flow management, and retirement planning. Trent obtained his bachelor’s degree from the College of Charleston, studied economics at the University of South Carolina, Columbia, and is a Chartered Market Technician® (CMT®) professional. Outside of the office, he serves as a guest lecturer for the College of Charleston’s MBA program and acts as chairman of the Market Technician Association’s Charleston chapter. To learn more about Trent, connect with him on LinkedIn.
