Executive Benefits & Deferred Compensation Plans

Enhancing Financial Decision Making℠

Keeping your top-level executives satisfied is an essential component to a business’s overall success.

 

Office Executive

Rewarding your most valued employees helps sustain and grow your business. Did you know that executive benefit and deferred compensation plans can also provide your business with additional tax savings?

Allow our experience and financial insight to help you implement bonus plans, cost-sharing plans, profit-sharing plans, deferred compensations and other non-qualified retirement plans. 

We have the capabilities to coordinate all aspects of the design, financial modeling, board approval and implementation.  Along with our strategic relationships, you can be assured that the plan will receive the proper record keeping and administration.  Participants will also be provided with online access enabling the benefit to remain visible and valued throughout the year.

 

We can help you retain your key players.

Meet with us for a confidential review of your existing executive benefit plans or to have us develop a customized plan designed to enable you to achieve your executive retention objectives.  Contact our team today.

 

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Firm Headquarters

3141 Fairview Park Drive, Suite 250
Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

How Can We Help? 

Our highly-qualified consultants are ready to speak with you today. Just let us know how we can help and we’ll set up a time to chat. 

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4675725.1 (5/22) (Exp. 5/26)

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