Executive Benefits
The War for Talent
Get The Competitive Advantage and Design a Quality Executive Benefits Plan
As a business owner, it’s important for you to recognize the dedication and commitment of your most important contributors.
Your Business Planning Experts
Our team can help you design an executive benefits package that provides additional compensation to selected employees, which may include:
- A supplemental executive retirement plan that allows you to promise to pay additional income to yourself or your key employees at a later date, which is usually retirement.
- An executive deferred compensation plan that allows you or your key employees to forgo receipt of a portion of current income until a later date, which is usually retirement.
- Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.
- Fee-based financial planning which includes providing expert financial planning guidance to key employees, plus assistance in implementing their individual plans through innovative brokerage or advisory product solutions.
Get in touch