Executive Solutions

At SFP Wealth, our team is focused on 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.

The needs of small business can vary greatly and can change day-to-day, so our service model is built to work within your goals and objectives. By charging a flat fee for some services, we can ensure objectivity during the planning process. For others, our analysis of specific products in the marketplace can enable you to make informed decisions about the benefit and compensation plans that you offer your key employees.

In implementing these plans, we make it our goal to maximize utilization and perceived value. The following are just some of the areas that we cover (CLICK ON THE LINKS FOR MORE):

Business Continuity

• Planning for Business Owners
• Funding mechanisms
  
• Estate Planning
  

Executive Compensation

• Cash and Non-Cash compensation
  
• Deferred Compensation
  
• Executive Bonus arrangements
  

Employer-Paid Financial Planning

Employee Benefits

• Personal Financial View™
• Integration of full-suite of benefits
  
• Comprehensive Resource for key employees
  
• Dedicated Group Benefits Professionals
  
• Health, Dental, and ancillary lines\
• Voluntary Benefits