Broker Check

Executive Compensation

Executives often have access to unique benefit plans that require careful consideration. Each benefit package has a different set of options and understanding how they fit into your overall financial plan can be challenging. A coordinated understanding of the tax, investment, financial planning and legal implications of these types of plans is critical.

Each benefit plan is reviewed to understand the nuances of the plan. An outline of what is available is created, and then, in coordination with you, we recommend which strategy to implement to benefit you the most from tax and financial planning perspectives.

Suggested Content

<p>Can Group, Private Disability Policies Work Together?</p>

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Learn More
<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More
<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More