Business Solutions

Helping you keep up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things – running your own business takes more than hard work. It takes insight, planning, and the ability to call on the right resources every step of the way.

It's about more than the bottom line.
As a business owner myself, I understand what your needs are.

Protect
You have worked hard to get where you are today. A variety of events can occur that could quickly threaten the success and stability of a business. From your business to your family, I can help you gain peace of mind.

Reward
Your team plays a key role in the success of your business. Whether you have partners, managers, staff, or all of the above, I can help you stay competitive to top talent by creating a rewarding work environment.

Plan
Since your business and personal lives are intertwined, it’s hard to imagine life without a business. In building a strategy, I will work with you to determine your goals for your future. I can help you ensure income for your retirement and continuation of your business.

Make it easy.
My job is to make your job easier. I help my clients find the optimal solution for their specific needs and budget. I offer complete and simple implementation to save you time and effort. With the resources and experts at New York Life, I can find the best solution for you and your business.

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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