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Corporate Client Services

Plans for Key Executives

The success of a business lies in the ability of its staff. In numerous organizations, certain key people are essential to the prosperous future of the business. The right people can allow you to gain a competitive edge. To attract and retain skilled people, many employers have instituted executive benefits plans. We can assist you in choosing and implementing the plan that fits best with your business, such as deferral plans, non-qualified retirement programs, wealth transfer, and personalized financial planning.

Employee Benefits

The cost of providing employees with benefits such as health care has escalated. The complexity of dealing with separate advisors for programs such as medical, disability and life insurance plans may be overwhelming to many employers. Because cost-containment is one of the main concerns, we can assist you with reducing expenses while maintaining industry-competitive benefits.

By working closely with our clients, we identify the role benefits play within their company and develop strategies that can help them realize both their short-and long-term objectives. We begin with a comprehensive review of your current programs to identify potential cost savings and compare them to the programs offered at companies within your industry. At the completion of our evaluation, we design a program incorporating strategies such as flexible benefits, cafeteria plans and managed care to help provide solutions that fit your goals and objectives.

Business Succession Planning

You’ve worked hard to build your business, but have you planned properly for your financial future and that of your business? With a small percentage of family or closely held businesses surviving to the next generation, proper planning is essential.

Special consideration must be given to the future of one’s business in light of the owner’s death or disability and how succession will occur. Small to mid-sized businesses should formalize succession plans to ensure that the business will survive and the owner will be provided for financially. In addition, the event of losing a key employee due to a disability can wreak financial havoc on a small or mid-sized business. Questions such as how long can the business survive and who should replace a key employee need to be answered.

Legacy Wealth Advisors can assist you in creating a properly structured business succession plan that will address your unique issues and will help ensure that the business you’ve worked so hard to build will survive your death, disability or retirement.


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