Business Owners

We help business owners attract and retain top talent through customized executive compensation planning.

Our strategies align with your business goals while supporting long-term financial confidence for key executives and stakeholders.

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Executive Compensation Planning

Tailored Financial Strategies for Business Owners and Executives

As a business owner, your personal and professional financial lives are deeply connected. We specialize in helping entrepreneurs and business leaders navigate the unique challenges and opportunities that come with building and managing a business. Our comprehensive planning services focus on long-term success—for both your company and your personal financial goals.

Executive Compensation Planning

Attracting and retaining top-tier talent is critical to any business’s success. We design customized executive compensation plans that go beyond salary and bonuses to include equity-based incentives, deferred compensation, retirement benefits, and other strategic rewards. Our goal is to create competitive, tax-efficient packages that align with both corporate objectives and executive needs.

Whether you're looking to reward key employees, plan for succession, or align compensation with performance goals, we provide the expertise and strategies aiming to support sustainable growth and financial confidence.

Michael Deperto, CHFC® CLU®
Steven Meleco, CFP® CPFA®
Joseph P. Turo, CPA®

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