Employee Retirement & Non Qualified Deferred Compensation Plans

Our advisors offer a full range of investments for qualified and non-qualified retirement programs.  Your advisor has access to a complete range of products and services to service ;your needs.  Our  plans can be designed to provide the following:

  • Plan design and implementation.
  • Maximum tax savings for you and your employees.
  • Succession planning on a tax advantaged basis.
  • Key man protection on a tax advantaged basis.
  • Buy/Sell funding on a tax advantaged basis.
  • Maximized contributions for key employees on a selective basis.
  • Provide protection of assets from creditors.
  • Attract and retain Key employees.
  • Provide fiduciary liability protection.
  • Methods of cost containment.
  • Individual employee asset allocation.
  • Employee risk tolerance analysis

RETIREMENT PLANNING