Executive Solutions

At SFP, we focus on solutions to help assist with the financial issues confronted by small to mid-size companies—both public and private—who need to attract, retain, and reward key executive talent.  Our expertise relies on extensive marketplace knowledge and years of experience in the corporate benefit world.  By charging a flat fee for this service, we can ensure objectivity during the planning process. 

Business Continuity Strategies
Stability and solvency are vital parts of every company’s long-range growth plan.  From multi-generational planning to start-up companies in the early stages of partnership, we have worked with business owners of unique circumstance across a wide range of industries.  Our analysis of a client’s objectives and financial position explores alternatives to satisfy the company’s continuation plan while minimizing transition costs.  Funding arrangements will be examined to facilitate the transfer of the business and provide liquidity to meet related planning objectives under a variety of conditions.

Executive Compensation
No two companies are alike in their needs; therefore, customization of executive benefit and compensation plans is paramount to a successful program.  Because benefits under tax-qualified plans are limited by law – and highly compensated employees are often further disadvantaged by the results of legally imposed discriminating testing – executives need supplemental sources of benefits now more than ever.  At SFP, we will explore these strategies with you in-depth, from plan design to funding mechanisms.   We will also provide ongoing service of your new or existing plan.

Employee Benefits
Group benefits have become an enormous responsibility for company’s of all sizes.  No longer are comprehensive plans reserved only for large corporations.  To assess the best plans for you and your employee population, we will conduct an analysis of your employee roster by profession, demographic, and income. Health, Dental, Group Life, Group Disability, and Long Term Care Insurances will be scrutinized for cost and compatibility with your company’s needs. Coordination of employee benefits with qualified and non-qualified retirement plans will ensure sustainability for your company, through various market cycles.