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  Private Clients | Company Sponsored Benefits

 

 

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  grey arrowOverview grey arrowSelective Executive Benefits grey arrowRepresentative Projects
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Selective Executive Benefits

The Longmont Group has teamed up with M Benefits Solutions, a wholly owned subsidiary of M Financial Group, to offer companies turn-key solutions to the nonqualified executive deferred compensation plan needs. Today's companies demand innovative ways to recruit, retain, and reward their most valuable people. Our team has helped a variety of firms to structure, fund, and administer their nonqualified supplemental benefit plans to provide customized incentives for key executives and directors at little cost to the sponsoring firm. Our team works closely with each company to tailor a plan to its specific needs. We design plans to be financially efficient, taking into account tax, legal, accounting and actuarial considerations. We also provide ongoing administration, reporting and communication for the selective executive benefit plans we implement.

 

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Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. The Longmont Group, Inc. is independently owned and operated.

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