Deferred Compensation

Deferred Compensation

Reward and retain your company’s top talent without straining your finances.

You work hard to attract executives you trust.

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.

What You Need to Know

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.

What Sets Us Apart

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.

Other Areas of Expertise

American currency in the glare of a screen showing market volatility

Wealth Management

Comprehensive planning that is aligned and in sync with your investment portfolio.

Business people meeting to discuss strategy and plan for business and investment.

Portfolio Management

Meet your goals by rebalancing accounts to stay in line with your risk tolerance.

Happy couple analyzing documents while having a meeting with insurance agent in the office.

Financial Planning

Develop your long-term goals, take stock of your net worth and work toward your needs.

Financial advisor explaining paperwork to elderly retired couple front of desk

Liquidity Management

We focus on publicly traded liquid markets, which allows us to reduce value disruption in market downturns.

Cheerful multi-generation family having fun in nature. Parents are piggybacking their kids.

Estate Planning

Ensure that your legacy will be protected and your assets will be cared for according to your wishes.

Person writing on an IRS Form 1040

Tax Planning

Strategies designed to maximize your savings — and minimize how much you pay.

Want to get in touch?

Send us your contact information and one of our representatives will be reaching out soon!

We’d Love To Talk To You