Business & Merchant

Last Updated on Friday, 29 January 2016 01:50

The Greater Rostraver Chamber of Commerce (GRC) is pleased to name Boatman Wealth Management, LLC as their January Business of the Month.

Pictured are GRC Board Member Judi Robbins with Gary and Diane Boatman

Boatman Wealth Management is a full-service financial planning firm. There is a major difference between just doing investment advice and doing comprehensive financial planning. Most firms are not allowed to discuss tax planning, which is essential to an effective plan. It is not how much you make; it is how much you get to keep. Boatman Wealth Management owns a tax office that helps clients save on taxes and can help small business owners enjoy the fruits of their labors and help reduce their tax bill. It is important to be proactive about tax planning.

Retirement planning is another area where many small business owners and their employees are deficient. The daily stress of running a business and a lack of knowledge about available options often lead to less than optimal selections.

Additionally, many small business owners believe that the value of their business, when they sell, will be their retirement. Unfortunately, this is often not true over a decades-long retirement. What if during retirement you could get tax free income? This could be possible with proper planning.

Call Gary Boatman at Boatman Wealth Management today, 724-684-6600. They specialize in helping small businesses.