Our clients put much effort, throughout their careers, to get where they are today. Our team is prepared to assist in taking them to the next level through our thorough and effective planning process. We cover a wide range of client planning issues for individuals and enterprises, assisting them in making wise life decisions.
Our team, which consists of tax lawyers, plan administrators, actuaries, design consultants, and solutions specialists, works as a unit to meet the demands of our clients. We are motivated by a dedication to honesty, openness, and creativity in everything we do. We prioritize serving our customers’ best interests above anything else.
We have a wealth of experience guiding clients through the complexity of executive benefits, putting in place unique employer-sponsored health and retirement plans, saving and investing for future family generations, and maximizing the value of their enterprises.
Also, we have no corporate mandates, sales quotas, or investment restrictions because we are an independent firm. Instead, we are free to offer truly personalized guidance created with your needs in mind.
We design and implement solutions ranging from executive retirement benefits to philanthropic and corporate benefit initiatives in collaboration with the clients’ trusted consultants.
We also assist business owners in creating unique employee benefit plans that cater to the demands of their workers while lowering their own personal trustee risk.
We can offer unbiased guidance across a broad range of custodians, administrators, recordkeepers, and investment managers. Our objective is to provide market-leading benefits solutions that meet your business’s culture, human resource needs, and financial constraints.
As soon as your benefit plans are set up, we continually check them against industry benchmarks to ensure they are compliant and competitive. Our ultimate objective is the same as yours: to assist you in luring in and keeping skilled, contented, devoted, and financially prepared personnel.
We take great satisfaction with specializing in serving business owners, executives, and professionals and family needs.
Our clients put much effort throughout their careers to get where they are today. Our team is prepared to assist in taking them to the next level through our thorough and effective planning process. We cover a wide range of client planning issues for individuals and enterprises, assisting them in making wise life decisions.
As Fellow business owners, we understand the difficulties of balancing family, business and personal interests. Our professionals are experienced and prepared to guide you and your team through all phases of professional life from start-up, growth, maturity and through the exit to your own personal definition of the next stage of your life.
You shoulder significant responsibility and liability for your company and its owner(s). Our Business Executive clients work hard for their companies to provide for their families future financial success. We help our Business Executive clients have the benefits in place to meet their current and future family financial needs.
Hard work, family inheritance, stroke of good luck or a stroke of genius, you are part of the American dream. Our team is experienced in the various complexities of family wealth from tax mitigation on windfall profits to preservation from opertunistic "family" and "advisors".
Eleemosynaries have a very unique position in a free capitalist economy. Providing services and benefits to those that the government can't or won't provide to those truly in need is a truly honorable endeavor. Using conservative IRS accepted methods and innovative strategies we can help both the charitably minded and the charitable organization exponentially increase the intended transaction.
Executive and Employee Benefits
Tax-Efficient Business Exits
Private Key Person
Business Valuation
Long-Term Disability
Guaranteed Issue Life Insurance
Efficient Frontier Life Management
Foreign Nationals
Key Employee Split Dollar
Supplemental Employee Retirement Plans (SERP)
Concentrated Stock Positions
ISO & NQSO
Asset Based Long-Term Care
Private Long-Term Disability
Risk Management
Asset Based Long-Term Care
Retirement Planning
Estate Planning
Special Needs Planning
Charitable Planning
Concentrated Asset Risk Mitigation
Tax-Free 1035 & 1031 Strategies
Efficient Frontier Life Management
(844) 672-0900
Ponte Vedra, FL
Schaumburg, IL
Wickenburg, AZ
Naples, FL
We have a wealth of experience guiding clients through the complexity of executive benefits, putting in place unique employer-sponsored health etc.
When appropriate, we work with the professionals at our sister company, Clear Financial Strategies, a Registered Investment Advisory Firm providing fiduciary wealth management and ERISA services.
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