EXECUTIVE BENEFITS & ADVANCED PLANNING

At Boyce & Associates Wealth Consulting, we are problem solvers. As an independent firm, we are free to examine, study and implement innovative solutions, wherever they are, to solve real problems for our clients. Our staff is trained to evaluate complex circumstances and work with our design partners to derive the retirement solutions our clients deserve to recruit, retain, and reward top talent.

Business owners trying to retain key employees they cannot lose is a prime example of where a non-qualified incentive plan can solve a real problem. In addition, providing a retirement-saving vehicle for highly compensated owners or key employees far beyond what the current qualified plan rules will allow is another good example.

Planning is best when there is time to plan. Business owners with years until exit may wish to transition ownership to family members or key employees, but can they get financing? With time to plan, a non-qualified retirement program might provide a viable alternative to conventional credit sources or having to personally finance the transaction.