Video Series - Mistake #5 - No Retirement Plan

Business Strategy | Small Business Planning

 Sara Gelsheimer By: Sara Gelsheimer
In this video, Senior Wealth Manager, Sara Gelsheimer, speaks to why it's important to set up your own retirement plan as a small business owner.


You’ve been so focused on building your business that you’ve neglected to plan for your own retirement. Be aware of the different types of retirement plan option you have at your disposal:

There are pros and cons to each , so don’t hesitate to reach out to a financial advisory professional to assist is setting up a retirement plan that’s ideal for you and your situation. 

Planning for an exit strategy from your business through a financial independence analysis. This will help you determine how much you will need to live comfortably in retirement.

Even if you’ve just started your business, this is something you need to prepare and plan for.

Please reach out to Sara Gelsheimer at for a free copy of our retirement guide for business owners, or to book a meeting

Additional Resources:

Are you a Plancorp client?
If you're not sure where to start, reach out to your Wealth Management team to create or review your estate plan, help set up new financial goals or to check in on your existing goals. 
Not a Plancorp client? No problem.
Would you like assistance in determining where you can better organize your finances, especially if you're building your Financial Plan. Complete this simple 9-question Financial Analysis to get personalized guidance on areas to get organized.

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Do you already have an advisor?

Whether you already have an advisor or may be evaluating options, this complimentary eBook will help you evaluate your current situation, consider what might be missing and share insight on what you should expect from your financial team. We also invite you to check out our blog posts on Questions to Ask Your Financial Advisor and How to Find a Financial Advisor That Works for You.

Complimentary  Worksheet Resources:
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Goal Planning WORKSHEET


Estate Planning MEMO



This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.

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Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. A Wealth Manager and Founder of InspireHer (Plancorp's Women's Initiative), Sara is also a new mom. More »