Senior Financial Investigator at Professional Risk Management - Lake Oswego, OR, US
At PRM NW our specialized team brings a problem-solving mindset and a consultative approach to meet your goals and fulfill your needs.We specialize in working with business owners, executives, and other highly compensated employees to create a more comprehensive benefit environment.When it comes to working with your business our goal is to create a complete compensation plan to drive growth, attract top talent, and retain your most valuable employees. From plan design to distributions our 3 step consulting process takes you through every phase of implementing the right compensation strategy for you and your company.Our past work has included:-Executive Benefits including Non-Qualified Deferred Compensation and Stock Options-Tax Recovery Strategies for Ordinary Income Tax Problems in Retirement-1031 Real Estate Exchange-Estate Planning including Premium Finance Life Insurance and Trust Work.-Wealth Management Concierge- Asset Management and Personalized Insurance Consulting for Employees-Transition Planning-Valuations and Buy-Sell Agreements-Captive Insurance Management