Employee Benefits in Westchester NY

Hassle-Free Employee Benefits For Small Businesses

Provide security and comfort for you and your employees.

Financial Security

Medical and retirement solutions.

Group Health Plans

Benefit from group pricing.

Attract & Retain Talent

Offer superior benefits.

Feeling overwhelmed searching for the best employee benefits?

It can be challenging to find the right benefits for you and your employees. Are you:

We simplify your approach to employee benefits with customized solutions, making it easy to offer comprehensive coverage and security for yourself and your team.

We believe the best employee benefits should be accessible to small businesses.

Retirement & Health Benefits For Westchester Small Businesses

Small business owners have enough to manage; finding the right employee benefits shouldn’t be another worry. At CPC Wealth Management, we work with small businesses in and around Westchester County, NY to handle all aspects of your retirement and medical benefits.

We can also advise on other aspects of your business’s finances, such as payroll and liability insurance, working with our network of local professionals to find the best solutions. Simplify your approach through a single point of contact, ensuring all your financial needs are met efficiently and effectively.

You’ll partner with an advisor to tailor benefit packages that meet the needs of you and your employees. Whether you’re a small owner-operated business or a larger business with dozens of employees, your advisor will offer ongoing support to find and manage the solutions you need to retain talent & keep your business thriving.

Services for Small Businesses

We offer a comprehensive range of employee benefits tailored to small businesses.

Retirement Solutions

Your advisor will help you find the best ways to save for your retirement as a small business owner, as well as offer retirement benefits to your employees.

Tax-deferred retirement savings with potential employer matching.

After-tax contributions with tax-free withdrawals in retirement.

Allow employees to share in company profits.

Simplified plan for small businesses with both employer and employee contributions.

Employer contributions up to 25% of employee compensation.

High contribution limits suitable for sophisticated businesses.

Health Insurance

Provide comprehensive health insurance coverage for your employees, benefiting from group pricing to keep costs manageable while ensuring robust coverage for better employee well-being.

Working With A Benefits Advisor

Consultation

Schedule a meeting to discuss your business's needs.

Design & Setup

We create and implement customized retirement and health insurance plans.

Ongoing Support

Continuous assistance, including onboarding new employees, to ensure your plans remain effective.

A Strategic Approach For Small Business Owners

Customized Solutions

Tailored plans that fit your unique business needs.

Dedicated Support

Reliable assistance every step of the way.

Qualified Guidance

Professional advice to navigate complex benefit options.

Can you put your children on your payroll?

Your advisor will help provide a 360 view into your business’ finances, ensuring you take advantage of all of the right strategies.

For example, did you know that business owners can potentially save on taxes and support their children by adding them to the payroll? The child must be a legitimate employee, performing actual work, and earning a reasonable salary.

This strategy is one of many ways your advisor can help enhance your financial management in addition to handling your employee benefits.