Business Solutions
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Business Planning For:
- Buy-Sell Funding
- Deferred Compensation
- Executive Bonus
- Key Person Protection
- Voluntary Payroll Deduction Program
- Qualified Plan Funding: SEPs, Keoghs, 401(k)s, Pensions
- Business Succession Planning
How I can help
I realize that small business owners have special needs. Below are some common issues facing small business owners. Our goal is to help you meet your goals by providing informative articles on business related subjects as well as specific information about the solutions we offer.
 Employee Benefits
Finding quality employees is half the challenge...
Keeping them — and keeping them well-motivated — is the other half, especially in tight labor markets. One way to do just that is by providing competitive benefits. However, when many small business owners hear the words, "employee benefit," they immediately think, "one more expense I can't afford!"
If this sounds like you, you might want to think again. Two reasons:
- Carefully selected benefits can help reduce costly employee turnover, boost morale and, in turn, help assure your company's stability and productivity.
- Benefits need not cost you an arm and a leg. For example, a voluntary payroll deduction program lets workers — including you as an owner-employee — acquire valuable benefits...at virtually no cost to you.
 Managing and Growing Your Business
No Harvard MBA? You're not alone. Most successful entrepreneurs started out with what seemed like a good idea and ended up running a business of their own.
How did they learn to manage the business side of business? They learned fast and many learned by the seat of their pants. They read, studied, asked lots of questions, and sought out sound advice. Some turn to their accountants and their bankers. Many also turn to New York Life to discuss how the insurance and financial products that New York Life offers can help you support your business growth plan.
We at New York Life understand the specific needs of entrepreneurs and business owners.
 Business Continuity & Succession
Think of it as passing the baton...
As a business owner, you are the lifeblood of your organization, the driving force behind its success. Have you considered what will happen to your business when you are ready to retire? Do you have children or other family members ready to continue the family business? Or is there another successor in line who will be able to pick up the reins? If you died prematurely or became disabled, will the business you worked so hard to build be able to continue...and will your family be financially provided for?
 Retirement/Estate Planning
You don't HAVE to retire! That's one of the nice perks of being self-employed or a business owner. You're a doer. You like to make decisions and see results. But maybe someday — perhaps when you're 65, 75 or older — you just might WANT the option to trade the fun and frustration of work for golf, gardening, vacationing with the grandkids or sitting back and relaxing with family and friends. Just as important, you also want to have all your ducks in a row, so to speak, when it comes to making sure your loved ones are well provided for in the future.
Neither of these goals just happens. It is the result of planning, of decisions you make today. Because, as the old saying goes: Those who fail to plan...fail. That means retirement planning and estate planning...mapping out a strategy to create options for you and for your family.
Let’s work together to analyze your needs. I can then help you decide what products and services would be right for you and your business. Please use the Contact Me button on the left to e-mail me.
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