Ken Short

Background

About Ken Short

Ken is a Financial Advisor that focuses on Families & Small Business Owners and helps them with Financial Planning to build and protect wealth. Are you a Small Business Owner who has been laser-focused on your business and have not had a chance to look at your overall financial impact? Most business owners ignore (or are unaware) of the implication your business can have on your Financial Plan. Have you thought about the following What are the impacts to your business and personal plans, if you are unable to work in your business? Are you using all tax efficient methods to ensure you are using all your hard earned business income towards your personal future plans? Have you thought about business succession and how that impacts your tax, cash flow and transition to retirement? Financial Planning for Business Owner is a two-sided coin: Personal Financial Plan & Business Financial Plan The reality is Business owners get in business to achieve their life’s goal…be it retirement, income, charitable, etc. Now the complexity a Business owner deals with when it comes to Financial Plan is a magnitude higher than individuals. Few examples: Tax laws, Income splitting, business continuity planning, estate planning, family protection, passive income tax management, insurance, retirement planning, capital gains tax reduction, foreign asset, cash flow management, asset protection, etc. If you would like to chat, please send me a private message or email me at KenShort@IndependentFinancialStrategies.ca