Dodd Consulting

Description

With 140 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Services M Financial Group's Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets.

Employee Benefits Many employers today are conscious of the cost of their benefit programs. Employers are finding that although their benefits do not directly impact the value of their products or services, they are a large part of their pricing. Competition requires these costs be minimized. We can help you choose a cost-efficient employee benefits package.

Wealth Preservation We are committed to working with our clients to help them determine their long-term personal financial goals. In addition, we work with our clients in structuring their estate assets with a goal of minimizing tax liabilities and maximizing value to future generations. Our professional team will work with your attorney and accountant to develop a plan of action and legal documentation. We will coordinate all of this with your insurance contracts to provide a sound workable plan.

Business Continuation With some simple planning, businesses can work to secure their futures from the loss of their owners and key executives. We work closely with our clients' other professional advisors to provide solutions that help protect the future of their businesses. We focus on the following ways to protect your businesses and transfer its ownership Buy/Sell Plans Stock Redemption Plans Key-Person Plans Split-Dollar Plans We are an active member of M Financial Group.

We provide access to cutting-edge Executive Benefit Plans that could include some of the following: Non-Qualified Deferred Compensation, Voluntary Deferrals, Restoration 401(k) Plans, Supplemental Executive Retirement Plans (SERP), Phantom Stock Plans, Bonus Plans, Survivor Income Plans, Executive Long-Term Disability, Long-Term Care, Group Carve-Out Life Insurance Plans and other benefits.

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