Executive benefits have become increasingly important to high level employees as a component of their overall compensation package. These benefits often require specialized expertise due to tax considerations and regulatory complexities. Our advisors, supported by a network of independent experts, assist corporate executives in fully understanding their compensation and benefits programs, whether existing or proposed, during employment negotiations. Also, we will adapt our clients’ portfolios to changes in their personal and financial circumstances.
DFM assists business owners and executives in developing and/or evaluating the structure, design, and management of their corporate benefits programs. This includes retirement plans (profit-sharing, 401K, defined benefit, ESOP), non-qualified deferred compensation plans, and insurance coverage. We also assist trustees of qualified retirement plans in evaluating investments for suitability, performance, and cost.