Business Planning

Building a successful business takes careful planning that requires a number of professionals:  CPAs, bankers, attorneys, and financial advisors.  These professionals free up your time to make it possible for you, the business owner, to run your business.  New York Life proudly offers solutions to help in the planning process to ensure that you consider potential obstacles.  Chris works with a team of diverse professionals known as the Advanced Planning Group.  Together they provide recommendations designed with your sucess in mind.  Below are some common tools that may assist in your planning:

Alternative to Cash on the Balance Sheet

Buy-Sell Agreement

Key Person Insurance

Executive Benefits

Executive Bonus

Business Owner SLIRP

Employee Benefits

Simple IRA vs. 401(k)

Business Continuation



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December 01, 2020 @ 12:26 PM

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