Helping Business Owners, Executives and Individuals with Fee-Based Planning Services

 

 

Elite Planning Program
 
Our Elite clients receive the objectivity and confidence that comes with a financial planning arrangement
 
You will receive one-on-one guidance on everything from salary deferrals into your deferred compensation plan to asset allocation to estate planning to achieving your financial independence.
 
What is Deferred Compensation?
 
Simply put, a Deferred Compensation Plan is a way for Owners, Executives, Professionals and Key Decision Makers to save on a tax-advantaged basis by deferring compensation (often above the limits of a 401(k) or other qualified plan).
 
How does this fit into my overall plan?
 
Your Deferred Compensation can be used as a way to help fill gaps in your financial goals. We have found that most everyone, regardless of financial status, appreciates financial strategies assistance in areas such as:
 
  • Asset allocation strategies
  • Retirement planning
  • Survivor and disability income needs
  • College planning
  • Exit planning for business owners
  • Estate planning
 
Personal Service:
 
As your primary contact, we are the team to call for answers, ideas and guidance with respect to your plan. The full support of our team is available as well. We can also work with your other professional advisors to effectively help you handle your ever-changing needs.
 
The relationship between you and us is intended to be long-term. You may even find your heirs benefit from this relationship, helping them carry on your legacy.
 
Access to Premier National Money Managers:
 
We have access to advisory products that offer the services of premier professional money managers for your investing needs.  We have a number of asset allocation programs and separately managed accounts that can allow you to invest without having to pay commissions for each and every transaction.