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Executive benefits can be very complex but also a very powerful tool used to recruit and retain key personal.

We take the approach of not being a “me too” firm. Our firm spends time to learn about what is important to you as the employer but also what you feel your needs will be as the millennials start to position themselves as key employees in the future growth of your organization. We think outside the box to design a customized plan for your unique needs. We believe implementation is key to the success of a solid executive benefits structure.

Some of the strategies for consideration consist of:

  • Qualified Plans (401ks)
  • Non-Qualified Plans
  • Executive Bonus Structures
  • Premium Financing (Protect your legacy with less)
  • Deferred Compensation Package
  • Carve out Structure
  • 10b5-1 planning
  • Health, Life, Disability and Long term care Insurance
  • Reverse Discrimination of Qualified Plan Consulting

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