(Pension, 401K, 403b, Deferred Comp, Wealth Management)
Our Financial Services Division is yet another industry staple that we deliver to our partners. Our financial services team knows that helping our business partner’s growth through wealth planning is the foundation for attracting, and most importantly keeping, strategic employee hires. With comprehensive services ranging from 401k, 403b, Deferred Comp and Wealth Management, our hands-on Financial Services Experts deliver excellence with onsite implementation and execution of your strategically constructed financial benefits offer.
Our commitment to your company is to provide the pathway to solid financial plans that poise your company for growth, and produce compensation programs that help attract and retain strong employees, which are the essential fabric to any company’s long-term success.
We are proud to say that we have one of the sharpest needs-analysis-discovery processes in the country, which helps guide you to your best financial services offering. We tailor your plan to your company vision, your goals (short and long-term), your employee dynamic, your company valuation goals and even more essentials.
Ask us about structuring highly compensated employee plans, which protect the value of the company by identifying business events (“Triggering Events”) that can change the value of the company. Our specialists strive to identify these events upfront and swiftly develop a protection plan that keeps the company core value in place by suggesting various protection vehicles to safeguard against events that can negatively affect the value of the company (for example, the sudden passing of a key employee, a car accident or an unseen disability, to name a few).
Call today and ask for your free company compensation plan assessment today. We’ll deliver options for you to review and schedule a personal appointment to discuss the best path to take.