Mission driven and fiscally aligned supplemental executive benefits

RETENTION

Modern non-profits align compensation, retention, and retirement with mission to create meaningful supplemental executive benefit plans that are appropriate for your organization.

RETIREMENT

The challenge of developing and transitioning leaders during succession is met with incentives created around critical career timeline points.

YIELD

Serving your community for generations requires financial stewardship to drive innovative capital growth aligned with mission and intent.

48

Years in Business

398

Clients & Partners

$900

Million Invested

Why choose us?

PRODUCT

Proprietary CAPAXA™ plan designs:

  • Integrated retirement & retention
  • Low or no net accounting costs
  • Tax advantaged or tax-free benefits
  • Flexibility to meet future needs

PROCESS

  1. Understand mission, values, and intent
  2. Educate board and plan participants
  3. Design comp and retention strategies
  4. Analyze financial impact
  5. Drive implementation & compliance
  6. Administration for the plan’s duration

PEOPLE

Expertise encompassing over 100 years of experience in non-profit executive benefits, retention, and yield enhancement strategies. Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession.

We call you back

Request a Call





Let's Talk Business

Speak with a Financial Representative