As a fellow entrepreneur, I understand the weight you carry — building a business, supporting employees, and providing for your family. My role is to help you take smart, confident steps to:
Protect your business from the unexpected
Reward and retain key employees
Optimize cash flow and reduce tax exposure
Create a successful succession or exit strategy
Build personal wealth alongside business equity
Help ensure your business can continue operating even in your absence due to death, disability, or retirement.
Attract and retain key talent with deferred compensation, executive bonus plans, and more.
Design owner-specific and employee retirement strategies that align with your business goals.
Use insurance and investment tools to help reduce taxable income and defer tax liabilities.
Integrate your business goals with personal legacy, estate, and family wealth solutions.
Plan ahead for a smooth, profitable sale or succession of your business — on your terms
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, preparation, and the ability to call on the right resources every step of the way. As a business owner myself, I understand what your needs are.
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.
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.
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.
As a small business owner, you are challenged with attracting and retaining the best employees. A qualified retirement plan could help you meet this challenge while allowing you to take advantage of some valuable tax benefits*. I can provide ERISA fiduciary services to assist you in selecting and retaining an investment manager from a suite of third-party managers evaluated by Eagle. I can also provide additional services to you as the employer and to your participants that are non-fiduciary and non-advisory.
Once you have determined the appropriate qualified retirement plan for your business, my next step is to assist you with:
Identifying leading investment managers
Making informed decisions concerning the investment manager and its performance
Reviewing proposals
Creating a process to manage relationships with your service providers
Managing relationships with nationally recognized record keepers
Conducting participant education and enrollment services
In addition to offering the Eagle ERISA Retirement Plan Program, I can also assist you in my capacity as a New York Life agent through various financial and insurance strategies with:
Protecting your investment in your small business
Helping you keep your business in your family
Planning for your retirement after you sell your business
*Neither Eagle Strategies nor New York Life or any of their representatives provides tax or legal advice.
Every business is different. Whether you’re just starting or preparing to exit, I’m here to help you every step of the way.
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