EXECUTIVE BENEFITS
At Lighthouse Advisors, we specialize in helping business owners and their key employees achieve their financial goals by providing compensation strategies for value creation and growth.
What makes Lighthouse Advisors unique is that we help business owners understand the valuation impact of various compensation strategies. Services include:
- Analysis of Company’s Value Drivers
- Creation and Maintenance of Value Score Cards for Performance Measurement or Compensation Strategies
- Design and Implementation of Equity-based Executive Benefit Plans
- Stock grants
- Restricted stock grants
- Stock options
- Stock Appreciation Rights
- Phantom Stock
- Design and Implementation of Non-equity-based Executive Benefit Plans
- Deferred Compensation Plans (funded with insurance or diversified investment vehicle)
- Executive Bonus
- Analysis of Benefit Plan’s Value to Executives
- Analysis of Benefit Plan’s inpact on Value and Cash Flow of Company
- Periodic Valuations for Equity-based Benefit Plans
- Coordination of Executive Benefits Plan with other Qualified Retirement Plans to maximize tax advantages.
Lighthouse Advisors professionals have partnered with independent brokerage firms and several fee-based financial planners to complement our services. This strategic partnership allows us to offer our clients independent retirement plan solutions as well as funding options for executive benefit plans, buy/sell agreement funding vehicles, deferred compensation plans, and key person insurance plans.
If you have any questions, please drop us an email and one of our associates will contact you right away.