Executive Planning

Executive Planning

  • Protect yourself and family in the event of your death, disability or major illness.
  • Plan for a comfortable retirement and financial independence.
  • Set goals to provide for a substantial lifetime income through the advantages of planned and charitable giving.
  • Evaluate if you are providing yourself the most cost effective fringe benefits and optimizing your current benefits.

Choose From:

  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Stock Redemption Plans
  • Cross Purchase Buy-Sell
  • Trusted Wait and See Agreements
  • Entity Purchase
  • Private Pension Plan
  • Charitable Remainder Trust