Business Strategies

Strategies
for Business

Business owners today are busy. Their businesses are competitive. They want expert advice, yet want to make their own decisions.

Working with you and your other advisors, Whipple & Associates can help you achieve your lifetime goals using your most important asset – your business.

Products and Services for Businesses

	Executive Benefits
	Employee Benefits
	401(k), 457, and 403(b) Plans
	Retirement Planning
	Succession Planning
	Family Business Planning

Contact Us

How can we help?
	I spend a large percentage of my payroll on fringe benefits. Is my plan cost effective? Do my employees appreciate these benefits?
When I retire or if I die, ownership of the company will be transferred to someone else. How can I help to make sure Uncle Sam doesn't take too much in taxes?
	My business is my most important financial asset. What should I be doing to build wealth for me and my key people? What are other companies like mine doing?

Whipple & Associates: Business Planning

W&A Business Priorities™
Strategic Planning for small to medium sized closely held businesses

Model Consulting, Inc. **
Group Insurance/Employee benefits

Business Succession Planning

**Not a subsidiary or affiliate of MML Investors Services, Inc.

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