Incentive Planning for Key Employees
Incentive Planning for Key Employees
We help businesses design and implement incentive plans that attract, retain, and motivate key employees. A well-structured incentive plan aligns your team’s performance with the company’s strategic goals, offering financial and non-financial rewards such as bonuses, stock options, or profit-sharing programs.
Services include:
Creating retirement benefit plans for you and your employees
Developing custom bonus plans for your key employees
Implementing risk management strategies to protect your business from loss of a key employee
Reviewing and implementing group health and accident plans
We’ll work with you to:
Assess your current financial situation and retirement needs
Develop a sustainable savings and withdrawal plan
Maximize your retirement income through strategies like 401(k) optimization, IRAs, and other tax-advantaged accounts
Manage risks such as inflation, healthcare costs, and market volatility
Create an income strategy that helps ensure financial security throughout your retirement
Whether you're just starting to plan or are nearing retirement, we provide professional guidance every step of the way to help you achieve financial independence.
Reach out to us today
for personalized financial guidance and support.
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This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and advisory services offered through the dually registered broker dealer and SEC registered investment adviser Park Avenue Securities LLC (PAS), member
FINRA/SIPC. Investment advisory and financial planning services can also be offered through Park Avenue Investment Advisory, LLC, a standalone registered investment advisor. Park Avenue Investment Advisory, LLC is registered with the Securities and Exchange Commission as an investment adviser. Certain Investment Adviser Representatives (IARs) affiliated with Lifetime Financial Group are IARs of Park Avenue Investment Advisory, LLC. Lifetime Financial Group may also have Registered Representatives and IARs who are registered with Park Avenue Securities LLC. Park Avenue Investment Advisory, LLC is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) and PAS is a direct wholly owned subsidiary of Guardian. Both PAS and Park Avenue Investment Advisory, LLC are located at 10 Hudson Yards, New York, NY 10001. Lifetime Financial Growth LLC is not an affiliate or subsidiary of PAS, Park Avenue Investment Advisory, LLC or Guardian Life Insurance Company of America.
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