Executive Benefits

We design, implement, and administer executive benefit plans that help companies attract and retain the executive talent they need to succeed. These plans include:

  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans
  • Equity Based Incentive Plans

Executive Financial offers a complete suite of services, including:

  • Plan design and implementation support
  • Analysis of plan liabilities, projections, and recommendations for plan funding alternatives
  • A state-of-the-art administrative system, providing participants with telephone and Internet access to account values and transfer capabilities.

M Financial GroupDisclaimer

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.