Executive Benefit Planning
To stay competitive in today’s business climate, it is more important than ever to recruit and retain top-notch employees. Peckinpaugh Financial Group can provide support to help you customize and administer a variety of plans to reward the business owner and key employees.
- Business Continuation (Buy/Sell)
- Salary Continuation/Deferred Compensation
- Key Employee Coverage
- Split-Dollar Life Plans
- Executive Bonus Plans
Employee Benefit Planning
An attractive benefits plan can help you to recruit and maintain the best employees. PFG specializes in providing businesses with benefit plans that address employee needs at an affordable cost. We provide assistance to design plans that are advantageous to the business owner as well as the employee.
Individual Benefit Planning
Each individual needs a specific financial plan that will best work toward meeting his or her future goals. Therefore, PFG desires to analyze your needs and strives to help best maximize your benefits, reduce your costs, and minimize tax impacts. We offer services in the following areas:
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- Wealth Accumulation
- Life Insurance Planning
- Disability Income Planning
- Estate Planning
- Charitable Giving Plans