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, strategy, and the ability to call on the right resources every step of the way.

It's about more than the bottom line.

Our in-house Advanced Planning Group (APG) allows us to give you the expertise needed to craft a comprehensive plan tailored to your needs. We also partner with external attorneys to ensure every detail is covered, helping you protect your wealth and family for generations to come.

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 by creating a rewarding work environment to attract top talent.

Prepare

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 the 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.

Share a few details below, and I’ll follow up to walk you through your options. No pressure, just a real conversation.

Article about reducing stress during tax season added May 2024

10 Ways to take the stress out of tax season

It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.

Article about human capital added May 2024

Human capital strategies for businesses and employees

Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?

The value of pet insurance

Your cat or dog is more than your pet: they are a member of your family. But just like your household's human members, sometimes they need to see a doctor. While medical care for your four-legged best friend can quickly drain your bank account, there are options available to help ease the burden. You can consider protecting your finances by purchasing a pet insurance policy. Here, we’ll explore pet insurance so you can determine whether obtaining the coverage fits your money management strategy.