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Retirement Planning for Business Owners and Pre-Retirees

Serving Columbus, Ohio and clients nationwide

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The Right Moves, in the Wrong Order, Can’t Be Undone

Retirement isn’t one decision — it’s several, and order matters.

Required Minimum Distributions
Potential tax issues.
Downside Protection and Income
Accumulation to distribution.
Medicare
Managing costs and surcharges.

One solution

One team. One strategy. One point of accountability.

Who This Is Built For

Sequencing decisions look different depending on where you are.
A business owner in his fifties in conversation with his advisor across a walnut table

Business Owners

Approaching retirement from the business, generally $400K+ in income.
A couple in their sixties talking over coffee in a bright sitting room

Retirees / Pre-Retirees

Generally $1M+ in assets, entering or already in distribution.

If your finances are still simple, you likely don’t need this yet — and we’ll tell you that directly.

Business Owners

  • Retiring from — or exiting — the business
  • Timing income around a sale
  • Estate plan once the business isn’t the asset

Retirees / Pre-Retirees

  • Social Security claiming age
  • RMD age and tax impact
  • Withdrawal order across accounts
Greyson Integrated Wealth Framework™

Four disciplines. One strategy.

Most firms hand you specialists who operate independently. We integrate tax, investments, risk, and estate into a single framework designed together so every decision reflects the full picture.

CAPITAL ARCHITECTURE · PHASE I

Build the engine.

  • Portfolio construction & asset location
  • Cash flow and liquidity design
  • Institutional & alternative manager access
  • Concentration and diversification policy
  • Rebalancing and drawdown discipline
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RISK MANAGEMENT · PHASE II

Protect what you’ve built.

  • Concentrated position & liquidity risk
  • Business continuity & key-man exposure
  • Entity-level liability review
  • Insurance gap analysis
  • Personal & business risk alignment
Read more  ›
ESTATE & LEGACY ENGINEERING · PHASE III

Decide who, when, and how.

  • Trust structure and titling review
  • Beneficiary and account alignment
  • Gifting and exemption strategy
  • Business succession & buy-sell terms
  • Family meeting and document handoff
Read more  ›
TAX STRATEGY · PHASE IV

Keep more of what you earn.

  • Multi-year projections before December 31
  • Entity structure & compensation mix
  • Charitable and concentrated-stock planning
  • Asset location & loss harvesting
  • Direct coordination with your CPA
Read more  ›

Why Now?

Business Owners
  • A sale or retirement date years out still shapes decisions today.
Retirees / Pre-Retirees
  • Claiming and RMD ages are fixed — plan before they arrive.

Meet your partners.

Kevin Gray

CFP®, EA®, CEPA®
Partner, Wealth Advisor
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Brian Sweeney

MBA, CFP®, EA®, CEPA®
Partner, Wealth Advisor
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Teresa Russell

Partner, Wealth Advisor
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Schedule an Integrated Wealth Assessment

A focused conversation to look at what you’re doing today and figure out honestly whether we’re the right fit.

Schedule an Integrated Wealth Assessment

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