We know executive benefit plans. Deferred compensation, stock option exercise, ownership requirements, retirement and excess benefit plans: our expertise maximizes their advantage to you and integrates them within the elements of your overall financial planning.
Allows you to take full advantage of your corporate benefits and compensation plans and integrate them with strategies for estate planning, investment planning, income-tax preparation and planning, risk management and long-term cash-flow/retirement planning.
Provides you with the means to get things done by implementing your financial strategy including the full coordination and realization of corporate benefits integrated into an effective, comprehensive financial strategy.
Saves your valuable time by Stevens Foster proactively setting meetings, agenda and decision points for important financial decisions. Often leads to savings on estate planning, outside advisors and investment fees.
We invite you to contact us at 952-843-4200 or firstname.lastname@example.org to learn more.