It's a competitive world. Quality people are few and far between and it's expensive to recruit. Rewarding those people that make a difference to the bottom line is crucial, especially if own the business. Highly compensated employees and business owners might find their retirement goal tough to reach given the limitations and restrictions placed on them by the IRS. There are so many executive benefit plans available the options seem never ending. We have the knowledge and skill to identify what type of plan will make the most sense for you and your company.
Executive Benefit Plans:
• Section 162, Executive Bonus Plan: Provides additional money for retirement to executives/owners.
• Supplemental Executive Retirement Plan: Supplements a qualified plan designed to provide future benefits to an executive or owner in the event of retirement, death, or disability.
• Non-Qualified Deferred Compensation: Provides additional opportunities for pre-tax deferral into a retirement program.
• Split Dollar: Provides subsidized life insurance coverage for owners beneficiaries.
Andrew Chabot, MBA, CFP® LPL Registered Principal
Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.Read More
About Our Company
We help you make better decisions with your money. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support someone. In addition, you must prepare for your own retirement, consider what's to be done with your estate. You're also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before.Read More
The financial consultants of Rancho Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, Arkansas, California, Florida, Missouri, Nevada, New Jersey, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia.