Executive Services

If you believe that executive benefit plans are only for large companies, or that government-imposed limitations on executive benefits impede your ability to compete in this arena, you may be missing a significant opportunity to protect your business interests.

When an organization loses a key executive or contributor due to a job change, long-term disability or death, the impact to the business can be far-reaching. Yet many business owners are unaware of the alternatives available to them for protecting these valuable employee assets. Often, the owner who leads and drives a firm can be neglected as well.

Determining the right benefits at the right time

PFS brings decades of experience helping small and large businesses optimize cash flow,employee benefits, retirement planning for business owners, executive compensation, succession planning and more.

We apply our same consultative approach to business planning needs, beginning with a thorough analysis of business assets, operating expenses, cash flow and other aspects of your business operations. A thorough business risk analysis points out any gaps in important insurance coverage and areas that may benefit from more cost effective solutions. 

When you consider the potential cost of losing a key executive, it becomes clear that relying on salary and bonuses isn't enough. Still, you probably grapple with determining the right time to implement an executive benefit plan. 

We can also show you options that comply with government regulations yet allow you to take care of only a select few contributors, including yourself, if that better suits your needs and budget. And we will work with you as your business grows to ensure you have the right plan in place as your needs or business focus changes.

PFS works with you to:

• Reward valuable executives
• Retain key executives
• Develop long-term incentives for executives
• Recruit executives offering competitive advantages
• Evaluate the need for "key man" insurance

Retain your competitive edge. Take care of those driving your bottom line.

Learn more about Planned Financial's Executive Services:

• Wealth Plan or Fee Based Consulting Programs
• Executive Only Plan
• Stock Option Planning
• Succession Planning