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Business Financial Strategies

Strategic Financial Planning for Business Owners

Protect, plan, and propel your growth when you work with the experienced financial professionals at WestPoint.

Connect with our Financial Experts

We Believe Bigger is Better

WestPoint is a large firm with a boutique feel, offering a premiere experience for our clients.

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Tailored Financial Strategies for Every Business

Running a business requires smart decision-making every day.

From growth opportunities to retention, you’re constantly thinking ahead. You need business financial strategies that match your ambition, support your goals, and help you prepare for what’s next.

That’s Where WestPoint Comes In

Our professionals offer financial planning for business owners and organizations of all sizes.

Get the tools, insight, and partnership you need to strengthen your business today and shape your legacy tomorrow.

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Built Around Your Business Needs

Whether you’re just getting started, scaling your team, or planning your exit strategy, get tailored concepts designed to protect what you’ve built and position you for what’s next.

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Entity & Capital Structure

Strengthen your financial foundation with smart strategies around ownership, equity, debt management, and working capital optimization.

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Business Protection Strategies

Risk management for businesses helps navigate threats, unknowns, and fluctuations, including cash flow management and budget forecasting support.

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Employee Benefit & Retention Services

Attract top talent and keep your team engaged with benefits tailored to support your people and your long-term growth.

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Advanced Financial Planning

Develop investment strategies for your business, optimize tax advantages, and collaborate on advanced financial forecasting models.

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Business Continuation & Succession Planning

Plan for smooth transitions with confidence, from buy/sell agreements to exit strategy development and long-term growth modeling.

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“I’m dedicated to making a positive impact on my clients’ lives every day.

It’s great meeting different individuals and dealing with new and exciting situations. Helping my clients and seeing the difference I can make in their lives is incredibly rewarding.”

Mitchell Todd, Financial Services Professional

Financial Strategy in Four Steps

Through our proven four step process, we take the time to understand what truly matters to you and provide guidance that aligns with your goals.

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Explore Goals & Opportunities

By exploring what’s most important to you, we establish a trusting relationship and identify meaningful opportunities tailored to your business.

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Discover Collaborative Solutions

Confidently achieve your short and long-term objectives with personalized guidance and holistic solutions.

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Set Strategies in Motion

We turn recommendations into action by utilizing top-tier resources and a broad spectrum of risk and investment products and services.

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Evaluate & Evolve

We help monitor your strategy through open communication, regular check-ins, and ongoing guidance so that you stay aligned with your goals.

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Large-Scale Strength, Individualized Service

When you work with WestPoint, you get the power of an entire team — including 450 professionals, strengthened by experts in investments, insurance, and advanced planning.

It’s all part of our promise: relevant experience, personalized attention, and outstanding resources — delivered with integrity that puts your needs above all else.

Learn more about WestPoint

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Comprehensive Financial Guidance

Financial Products & Solutions for Businesses

WestPoint offers a full suite of services for individuals, businesses, and families.

View all financial services

Disability Income Insurance

Protect your team and your business with income replacement strategies for both employees and owners in the event of a disability.

Executive Benefit & Insurance Programs

Reward and retain key leaders with customized benefits and protect your business from unexpected hardships.

Retirement Planning

Retirement plan options (Simple IRA, SEP IRA, and company 401K) for owners and employees that fit your business and boost retention.

Long Term Care Insurance

Support your team and protect your business with long-term care coverage that enhances your benefits package and may offer tax advantages.

Life Insurance

Use life insurance strategically to protect your business, plan for leadership changes, and support long-term financial goals.

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“Strategy and mentorship go hand in hand, allowing advisors to grow, lead, and deliver exceptional value to clients.”

Lucas Amell, Financial Planner

Frequently Asked Questions

It begins with a conversation. We’ll meet with you to understand what’s important to you, clearly explain your options, and help you decide if working together feels like the right fit.

Your personal and professional goals evolve — and your strategy should, too. We’ll check in regularly to make sure your business financial strategies stay aligned with your goals.

You don’t need to be an expert — that’s what we’re here for.

We’ll explain your options in straightforward language and walk you through each step, so you feel informed and confident in your decisions.

WestPoint is affiliated with MassMutual, but we’re not restricted to MassMutual products. That means we have access to a broad suite of solutions — and the freedom to choose the ones that fit your specific needs.

We’re paid in one of two ways, depending on the type of relationship you choose with us. In some cases, our professionals earn a flat commission when helping you purchase a product. In other cases, we charge an advisory fee that’s based on the assets we manage for you.

We don’t push products. We build relationships. And we’re here for the long haul.

WestPoint’s culture, family-business feel, and commitment to reflecting the communities we serve offer our clients and our team members a better experience. You’ll never be just a number. You’ll be supported, seen, and understood — every step of the way.

Financial Planning for Business Owners

Let’s Talk About Your Financial Future

Connect with the WestPoint team and take your next step with confidence.

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  1. An owner of a MassMutual policy or contract.