Reward and retain your company’s top talent without straining your finances.
The investment you make in your company’s leadership is massive, from recruitment and training to development and growth. Protecting that investment is essential.
We work with privately owned companies to design long-term incentive plans that give valuable executives reason to stay. Our advisors offer best-in-class service with “golden handcuffs” strategies that meet the specific needs of every individual client.
In addition to providing tax efficiency and asset liability planning, our deferred-compensation solutions give business owners a significant advantage in the competition for their most valuable resource: people.
For business owners, the benefits of a well-constructed deferred compensation plan go beyond talent retention. Depending on your needs and your approach, golden handcuffs can help you motivate performance, reward loyalty and compensate executives beyond traditional 401k plans.
We also take a big-picture view of your business, so we craft plans that ensure your top executives are aligned with your company’s objectives, with the same outcomes and goals in mind.
We’re entrepreneurs, too. We built our business on a foundation of transparency and trust, and those values are at the heart of every decision we make.
We value the power of independence when it comes to wealth planning; our business is built on the idea that we are rewarded only when our clients enjoy success. Because we are not beholden to a large company’s prescribed portfolios or planning systems, we deliver carefully curated solutions designed to solve the specific needs of every individual client.