Financial Services - Providence, RI, US
We specialize in very distinct, yet interconnected areas of planning:Corporate Executive Benefits: We help employers develop tax-favored nonqualified deferred compensation and executive benefit plans that enable highly compensated executives to augment and protect their retirement savings and overcome many of the regulatory restrictions that apply to qualified retirement plans.Private Client Services: We help executives and business owners integrate their company benefits into a customized financial plan to help maximize income, reduce taxes, mitigate downside risks, strategize for a multi-decade retirement span, and execute important legacy and charitable objectives.
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