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Attracting & Retaining Key Employees

Ensuring Your Executives' Financial Wellness

The highest-ranking employees in your business have different needs and goals in terms of financial planning, retirement, and wealth management. For many, the retirement plans that benefit the rest of your team members don’t offer the level of benefits they’re looking for. Financial Directions Group can help your company with finding and implementing additional benefits programs for your executives, helping your organizations attract and retain these key, top-ranking executives.

Tailored Benefits Plans for Your Executives

Just as we help you select and implement employer retirement plans, we can also help your business to find the best supplemental benefit programs for your executives. Our team is also able to help you and your executives select key person life insurance plans and develop owner buy-sell agreements that protect your organization and partners in the event of a top-level executive’s death. We can assist with all of the following types of benefits and plans:

  • Nonqualified executive benefits
  • Supplemental Executive Retirement Plans (SERPs)
  • Supplemental disability, life, and long-term care insurance
  • Key person life insurance
  • And more

We’ll support you through the entire selection and implementation process, from soliciting and analyzing proposals to selecting, implementing, and educating your executives about their benefit plans. We’ll also continue to analyze the plan with regular reviews, and assist with any changes you need to make to ensure your benefits and insurance are working for you.

Assisting Executives with Retirement and Financial Planning

We understand that individuals at the top level of a business have different retirement goals and financial planning needs than others. But we’re able to provide the top-level support and specialized knowledge to assist your executives with retirement planning and wealth management at every level.

In addition to educating your partners and executives on any benefits and insurance plans in which they enroll, we can also sit down with them and review their retirement goals in a one-on-one meeting. We’ll provide them with personalized, objective guidance on how they can better manage their wealth to ensure their future financial wellness.

If you want to attract and retain top-level executives and protect your business, Financial Directions Group can help. Contact us today to learn more about our services.