About Executive Retirement Planning
Build Your Financial Future With Us
Tax
Our Tax Specialists have significant experience in all areas of tax planning, tax minimization strategies, compliance and overall tax planning. Combined with the team of Insurance, wealth management professionals, and experienced executives, our team has the background and experience to provide you with total overall planning for you and your family.
Insurance
Our Insurance Specialist has over 20 years of experience in providing Retirement Compensation Arrangements, Individual Pension Plans and other insurance products to assist with estate planning, tax minimization and overall wealth planning.
Wealth Management
With over 30 years of experience working with successful entrepreneurs, our Wealth Management partner is focused on providing the optimal risk-adjusted investment return, including helping you develop an effective executive retirement plan. Return objectives are to provide investment return above inflation, and where possible reduce the impact of current and long-term taxation. Embracing the integrated tax and wealth management concept investment and wealth management solutions must be focused on a holistic view with both personal and corporate objectives in mind. Working in our team approach, wealth preservation, growth and income are key priorities for your benefit.
Personal Testimonials
Far far away, behind the word mountains, far from the countries Vokalia and Consonant, there live the blind texts. Separated they live in Bookmarks grove right at the coast of the Semantics, a large language ocean.
Jessica Martin
Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.
Michael Smith
Separated they live in Bookmarks grove right at the coast of the Semantics, a large language ocean. Far far away, behind the word mountains, far from the countries Vokalia and Consonant there live the blind texts.
Sarah Albert
Experienced Advisors
Our team consists of experienced professionals in all areas of financial planning, taxation and insurance needs for our clients.
We specialize in the utilization of insurance products such as IPP, RCA and other tax efficient insurance products to minimize the impact of the recent changes to the income tax act with respect to passive income. Additionally, we can help you explore the incorporation of an executive compensation plan to further optimize your tax strategy. Taxes on passive income can be as high as 53%, and with the latest change in the capital gains inclusion rate to 66%, there is an immediate need to examine a combination of these strategies to reduce your income tax burden.
What We Do
Retirement Compensation Arrangements
Retirement Compensation Arrangements are employer-funded plans that provide income after retirement.
Individual Pension Plans
Individual Pension Plans, including executive pension plans, offer defined benefit pensions for individual employees, often for medical professionals.
Other Insurance Services
Our other insurance services cover estate planning, tax minimization, executive benefits consulting, and overall wealth planning.
Risk Adjusted Investment Return
Risk Adjusted Investment Return measures the profitability of an investment relative to its risk level.
Tax Planning
Tax Planning involves strategizing to minimize tax liabilities through financial decisions.
Tax Minimization Strategies
Tax Minimization Strategies are techniques to reduce tax burdens legally and ethically.
Tax Compliance
Tax Compliance refers to adhering to tax laws by accurately reporting financial information and paying taxes on time.
Tax Planning
Tax Planning involves strategizing to minimize tax liabilities through financial decisions.
Tax Minimization Strategies
Tax Minimization Strategies are techniques to reduce tax burdens legally and ethically.
Tax Compliance
Tax Compliance refers to adhering to tax laws by accurately reporting financial information and paying taxes on time.
Achieve Your Retirement Goals
Executive Retirement Planning is your trusted partner if you’re a business owner who wants to secure your retirement plans. Our team of highly qualified experts are here to help you every step of the way. Call us today for a consultation.
Meet the Team
Sarah Musk
Laura Harris
Tesa Banks
Emma Watts
Frequently Asked Questions
An executive retirement plan is a specialized financial strategy designed to help high-earning executives accumulate significant wealth for retirement while also offering tax advantages and other benefits not typically available in standard retirement plans. These plans often include deferred compensation arrangements, supplemental executive retirement plans (SERPs), and equity-based compensation programs.
Executives face unique financial situations, requiring special retirement planning strategies. High incomes can result in higher tax brackets, requiring deferred compensation plans and tax-efficient investments. Executive compensation structures, estate planning, and lifestyle considerations must be considered for a balanced retirement lifestyle.