Executive Benefit Plans

We create customized benefit plans to match your unique needs and budget.

OUR EXECUTIVE BENEFIT PLANS

Our strategic benefit plans can be customized to match your unique needs and budget. These plans give you a simple, tax-efficient way to:

  • Keep your most valuable employees
  • Recruit high-quality candidates
  • Incentivize job performance
  • Increase your executives’ compensation
  • Provide bonuses for outstanding performance

HOW THESE PLANS WORK

1

IDENTIFY KEY TEAM MEMBERS

You identify tops executives and employees you would like to retain.

2

CREATE GOLDEN HANDCUFFS

The company agrees to pay these individuals a predetermined amount if they stay at the company for a period of time. For example:
  • A CEO could receive a bonus if he stays until retirement
  • A high-value manager could receive a bonus if she stays until her children go to college
  • A rising star in the company could receive a bonus at the end of five years
 

3

SET ASIDE FUNDS

The company sets aside funds to pay for the plans. The money grows tax free.

4

COMPANY IS STRENGTHENED, EMPLOYEES ARE REWARDED

If the employees stays with the company for the predetermined time, they receive the money, allowing you to keep your top employees and build a stronger organization.

We exist to help you build a stronger company and maximize value for yourself and your employees.

Gabe Pelphrey, Principal of Strategic Legacy Partners

READY TO GET STARTED?

© 2020 Strategic Legacy Partners

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.