Executive Financial Counseling Benefit for Businesses

Improve retention and morale by providing your executives access to tailored wealth management advice.

In today’s competitive hiring environment, nearly every employer is seeking to complement core compensation strategies with a targeted executive benefit program designed to help select participants build and protect wealth.

EXECUTIVE WEALTH MANAGEMENT TEAM

Mark Beck

Managing Director of Wealth Management Services

Brandon Lehman, CFP®

Director of Branch Development

Keith Butler, JD

Wealth Manager

Amy Kiiskila, JD, CFP®, CPA, CLU®

Wealth Manager

Mark Strey, CFP®, CMFC®

Wealth Manager

WHAT YOU GET

Employee Benefits

  • Maximize company benefits and compensation programs
  • Benefit distribution strategies, options strategies, deferred comp planning

Cash-Flow

  • Income and expense management

Retirement

  • Retirement readiness
  • Retirement transitions
  • Retirement financial plan creation and ongoing monitoring

Estate Planning

  • Document review and recommendations
  • Medical directives
  • Family meeting support
  • Estate settlement guidance

Insurance, Investment

  • Current insurance coverage review
  • Objective annuity analysis
  • Life, health, disability, home/auto/umbrella, long-term care review

Philanthropy

  • Legacy planning
  • Gifting strategies
  • Donor advised fund

Tax Planning

  • Tax-loss harvesting
  • IRA conversion strategies
  • Tax efficiency, tax saving, strategies
  • Stock vesting and taxation planning

Featured Insights

ANNEX RADIO

Annex Executive

ARTICLE

It Takes Three To Tango

ANNEX RADIO

Business Succession Planning

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