Corporate Client Services

Key Person and Executive Compensation Planning

We are keenly aware of how difficult it is to attract and retain key personnel.

The competition for superior technical, managerial, and executive talent is so fierce that businesses are constantly faced with finding new ways to make executive compensation packages more attractive. However, restrictive economic and regulatory factors make it difficult to reward key contributors using traditional compensation and benefit strategies in a cost effective manner. That’s why, for many business owners, designing an effective executive compensation plan requires guidance from experienced professionals.

  • Deferred Compensation Plans
  • Executive Bonus Plans
  • Split-Dollar Plans
  • Executive Group Life Insurance
  • Guaranteed Issue Disability Income Insurance

Retirement Planning

Nearing retirement or looking to enhance the benefits you offer your employees? Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there.

  • 401(k), Profit Sharing and 403(b) Plans*
  • Defined Benefit, Pension and Cash Balance Plans*
  • IRA, SEP and SIMPLE IRA's*
  • Personalized Financial Plans

Business Planning

If you’re a business owner or executive, you know the determination and passion it takes to be successful. Building an enterprise and guiding it through the ups and downs of today’s business climate is a heroic undertaking. Passing it to the next generation can be even more difficult. DDR Wealth Advisors can help you along the way.

  • Business Succession Strategies
  • Buy-Sell Strategies and Funding
  • Key Person Insurance
  • Attraction and Retention Planning

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