W&A Business Planning Group

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Whipple & Associates

Business Priorities™

Achieve your lifetime goals using your most important asset - your business.
The benefits of running your own business can be financial security for you, your family, and your key employees. But all too often, these benefits get lost in the shuffle, when your daily "to do" list grows by the hour. The challenge is to integrate your business and personal financial planning* while still focusing on your most important job – running the business. That’s where we come in. Business Priorities™, Financial Direction for Business Owners, is a program we’ve developed for business owners just like you. This program addresses the six key areas of financial concern that we’ve found to be common to all business owners.
*Q: What do all Business Owners Have in Common?* *A: 6 Key Areas of Financial Concern*

Personal Assets

Is my family protected in the event of my death or disability? Are my assets set up properly for my retirement and other needs?

Business Assets

	What’s the value of my business to me if I retire? To my family if I die?
	To whom and how do I pass control of the business?
	What’s the cost to the business if I lose a key employee?

Fringe Benefits

	Do I have cost effective coverage?
	Do my employees appreciate what I’m doing?
	Are there other programs I should consider?

Qualified Plans

	Is the plan designed appropriately for my business?
	How does the performance, cost and service measure up against alternatives?

Non-Qualified Plans

	Is the company doing enough for me and my key people?
	What do other firms like mine do?

Estate Planning

	How much of what I’ve built do I have to give Uncle Sam?
	Aren’t there ways to cut down these taxes?

Our objective is to work with your legal and other advisors to help coordinate existing programs, implement new ones, and help make sure that all of your planning is tax-wise, efficient, and aimed at providing the best financial future for you and your Key Employees.

Evaluate

At our first meeting, we’ll begin to evaluate your current situation. With your input – both factual and objective – we’ll look at what’s working well, what’s redundant, and what areas need attention. With this information and that help of our staff of specialists, we’re now ready to prepare your Executive Summary.

Prioritize

With the information obtained in our first meeting, we’ll work with you and your other financial and legal advisors to complete the Executive Summary. Then we’ll sit down together and look and the six areas of financial concern as they relate to you and your business.

Our discussion will touch on what other businesses like yours are doing. We’ll look at the advantages and disadvantages of each course of action. And we’ll consider how current tax laws and economic conditions might impact your choices.

You can’t do it all at once. But with the Executive Summary in hand, you’re in position to start making smart choices. You’ll decide how best to maximize the financial benefits your firm can offer you, your family, and your key employees. The direction you want to take is up to you.

Implement

Rely on us to follow through. Based on your requested timetable and upon your request, our team will work with you and your other advisors to implement your plan. This is an ongoing process.

Rest assured, we will periodically update and review your program. We’ll keep you informed of changes in the market place, regulations, and taxes ** that could affect you.

** Consult a tax professional or CPA for specific advice regarding tax matters. Whipple & Associates professionals do not offer tax advice.

Contact Us

** Securities products and registered investment advisory services are offered through Registered Representatives of MML Investors Services, Inc. Supervisory Office: 220 Gibraltar Road, Suite 350 Horsham, PA 19044 (215) 441-8200.

This site has been published in the United States for residents of the United States. It has been prepared solely for information purposes and is not an offer to buy or sell any security or instrument or to participate in any particular investment strategy.

Financial Products & Services
220 Gibraltar Road, Suite350

Horsham, PA 19044
Voice: 215-441-8200, Fax: 215-441-4123

Licensing Jurisdiction Disclosure
We are licensed to sell insurance in all 50 states.
We are licensed to sell securities in all 50 states.

* Securities, Investment Advisory and financial planning services are offered by duly authorized registered representatives of MML Investors Services, Inc., member SIPC