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    Retirement Solutions

Retirement Solutions for Businesses

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 plan sponsor 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, New York Life, nor any of their representatives provide tax or legal advice.

Disclosure

Trevor Isaacs is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I86211), FL, ID, IL, IN, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Trevor Isaacs is licensed and authorized to offer insurance in California, but I.Z.X. Financial and Insurance Solutions may not be. For additional information on California licensure status, please click here.

Trevor Isaacs is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4365 Executive Dr Ste 800, San Diego, CA, 92121, 858-444-7670. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NV, NY, OR, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Trevor Isaacs is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NV, NY, OR, PA, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

I.Z.X. Financial and Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither I.Z.X. Financial and Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • Our Mission
    • Meet Our Team
    • Our Process
  • Financial Solutions
    • About Eagle Strategies
    • Advanced Planning Resources
    • Investment Advisory Services
    • Retirement Solutions
  • Resources
    • Articles
    • Calculators
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • eMoney WealthSite
    • Eagle Strategies
    • Envestnet Client Portal
  • Contact Us

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