Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents Client Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do. Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.