Creative Thinking. Customized Solutions.
Caring about you since 1932.

Executive Benefits

Executive Benefits

Worried about retaining your executive team?

To retain, reward and incentivize key executives, you need a competitive executive compensation package. We design benefit strategies to optimize executive income, retirement savings, and estate tax protection –all while minimizing costs to your company.

Our team becomes your strategic partner. We work closely with you to review alternatives, focused on achieving your unique goals through every phase of the process.

Our services include:

  • Analysis of executive benefit needs and goals
  • Consult, design, communicate, and administer plans
  • Create “golden handcuffs” for executives
  • Partner with legal and accounting advisors or introduce you to trusted advisors to ensure the compliant execution of your plan
  • Coordinate with in-house financial and administrative staff to set up programs correctly
  • Work with finance officers to address the tax consequences of alternative programs
  • Communicate with executives to ensure they understand and appreciate their benefit plans