Our Services

Expertise / Experience

Our diverse backgrounds in tax, law, public accounting, strategic consulting, finance and insurance enable us to bring our expertise and creativity to all aspects of nonqualified plans, including plan design and documentation, compliance, accounting, financial modeling, legal (SEC, ERISA), tax and legislative and regulatory monitoring.

  • We bring decades of experience with clients across the nation and in a variety of industries, and we help to mold clients’ plans to fit their specific needs and requirements.

  • We have designed and consult on many state-of-the-art plans that leave our clients with competitive plans, at reasonable costs.

NonQualified Deferred Compensation Programs

Institutional Insurance Programs

Select Voluntary Benefits

Life Insurance Programs

Long-Term Disability