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Business Planning

At WWM Investments, LLC, we understand that managing a successful business takes more than just hard work. You also need a financial plan – one that helps address financial concerns with solutions for every stage of your business.

Our knowledge and expertise allows us to help business owners develop strategies for protection in the event of a life-altering disruption, prepare for the succession of their business and maintain competitive benefits to attract and retain quality employees. Such planning is comprised of:

  • Key Person Insurance
  • Buy/Sell Insurance
  • Split Dollar Programs
  • Qualified Sick Pay Plans
  • Business Continuation Plans
  • Group Carve-Out Plans
  • Executive Bonus Plans (Section 162)
  • Salary Allotment Enrollments
  • Business Overhead Protection
  • Retirement Contribution Protection
  • Qualified Plan Assessments