The Todd Organization understands that, as an executive of your organization, your ability to accumulate sufficient retirement assets may be limited through qualified plans that are offered by your employer. Often, these limitations can result in insufficient savings opportunities. Non-Qualified Plans can be an essential component to helping you save in a tax deferred environment. They can also allow you to diversify and reduce the levels of volatility in your personal investment portfolio.
Our organization has been helping employers to design and implement Executive Benefit Plans for over 50 years. The breadth and depth of our experience enables us to create plans that are very beneficial to participants while remaining financially appropriate for the organization. When Todd helps your employer to establish a diversified menu of executive benefit options, you can better tailor your portfolio to meet your retirement or estate planning goals.