Every business owner we meet is a unique opportunity for us to make a huge difference. This is why they (you) are such an intriguing group of people to work with.
"As an experienced advisor, there’s nothing more rewarding than helping business owners leverage their business equity and income to achieve their personal and family dreams."
- Peter Raskin
At Raskin Planning Group, we take great pleasure and pride in helping Small Business Owners (SMBOs) create a vision for their retirement and legacy. Entrepreneurs typically don’t take the time to visualize and document their personal dreams because they’re busy building, growing and managing their business. That’s where we come in - we make the time to ask the hard questions, help the SMBOs plan ahead and integrate their business and personal goals.