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Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

Business Planning

We believe that successful small businesses effectively link their planning strategies with the income and estate planning goals of their owners and key executives.  A business that ignores these considerations may open itself to problems that threaten continued growth and, ultimately, survival.  Two critical business challenges are offering benefits that serve as incentives to key employees – both within and outside the ownership group – and providing for a smooth succession by funding buy-sell agreements.  These strategies help ensure that business owners and executives are able to pass along the maximum level of assets to their heirs at the least tax cost.

Items to consider addressing in a business plan may include:

  • Business Succession
  • Business Continuation
  • Executive Benefits and Compensation
  • Employee Benefits
  • Risk Management
  • Personal Planning

As your financial issues evolve, I will be there to help you resolve them.  Together, we will find the solutions to help you complete your financial picture.