Broker Check

Executive Benefits & Compensation

When working with business owners we provide strategies for increasing shareholder value and liquidity. As Your Personal Financial Concierge, we explore a variety of executive benefit and compensation plans that provide for both owners and their executives.

We have experience regarding all types of non-qualified plans. Non-qualified deferred compensation programs are typically employed to provide supplemental retirement benefits to senior management. These may include selective incentive plans, where the company makes contributions to fund the plan on behalf of selected employees, as well as plans that can be split funded. Executive Compensation plans are a popular vehicle to attract and retain key individuals of your company.  We can design, draft, implement and administer custom plan designs for any company.