Small Business

Small Business

Financial solutions for entrepreneurs and small business owners

Are you a small business owner in Westport, MA or surrounding area seeking financial guidance to support and your employees? At Financial Planning Alternative we understand the challenges of running a small business and how important it is to support the people that help you day to day. We can help design and implement solutions that are both tax efficient and cost effective whether you are a sole proprietor, family business or run a business with 50-100 employees. There are unique investment opportunities available at every stage of your business, and we can help you determine which one best meets your business needs.

Take Control of Your Finances and Grow Your Business

If you are a small business owner, you know the importance of keeping your finances in order. Good finance ensures that you have enough money to pay your bills and keep your company growing, but did you know that there are several retirement plan options designed specifically for small businesses? If you goal is to maximize tax savings, retain key employees, or save and plan for your own retirement our Advisor at FPA can help you understand the different tax-advantaged plans available.

Small business owners need comprehensive financial planning that supports their business goals as well as their personal financial security. We work with local payroll companies and tax professionals to create a coordinated approach that supports your business goals and simplifies your financial life.

Business Financial Planning

  • Cash Flow Management – Cover day-to-day operational expenses, payroll costs, and emergenencies
  • Budgeting & Forecasting – Creating budgets and projecting future revenue and expansion needs
  • Tax Planning – Minimize tax liability, utilized tax advantages plans
  • Credit & Financing – Understand business credit and debt management for leverage

Risk Management

  • Key Person Insurance
  • Buy sell arrangements
  • Group Life & Disability Insurance

Retirement & Exit Planning

  • Business Valuation
  • Succession planning
  • SEP, SIMPLE IRA, 401k, Solo 401k plans

Are you ready to make the right choices?

Contact Financial Planning Alternatives to secure your financial future with guidance and care.

It all starts with a Conversation…Let’s Talk.

If you need help planning for your future, we're here for you.

Write Us:

info@fpa-online.com

Our Business Hourss:

Mon-Tue: 9 am - 6 pm
Wed-Thu: 9 am - 5 pm
Fri: 9 am - 4 pm

Copyright © 2025 Financial Planning Alternatives
Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA. / SIPC.. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial Planning Alternatives is not affiliated with Kestra IS or Kestra AS. Financial Planning Alternatives does not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures.

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