Supporters

Protect Your Human Capital Investment, Correlate to Organization Goals, & Sustain Financial Stability

Independent Schools play an extremely important role in their respective communities, to their constituents, as well as their employees & leadership. It our job is to understand that role, and help you achieve your mission both now and into the future. Our non-profit clients (both management and boards of governance) leverage our expertise to design, implement, and administer non-qualified executive retirement plans, commonly referred to as SERPs.

With a key focus on financial and tax efficiency, the result is more than often an increased focus on community, protection of human capital investment, enhanced financial stability, and a further commitment to the mission.