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Home > Business Financial Services > Executive Benefits

EXECUTIVE BENEFITS

Incentivizing executives to meet business objectives is a critical factor in designing executive compensation plans. There are several well-established methods to pay executives for performance, often with significant tax advantages to the employer and executive.  

We provide strategies to keep your top talent happy and engaged, allowing them to be more productive in accomplishing your business goals.  Our advisors can help build a plan that’s aligned with your business objectives, vision, and values.  We start by understanding your vision for the organization's future and present ideas to keep your top talent working to that end.   

Our executive benefit services include:

  • 401(k) Mirror Accounts 
  • Deferred Compensation Strategies 
  • Supplemental Executive Retirement Plans 
  • Incentive Stock Plans 
  • Executive Medical Benefits 
  • Supplemental Life, Disability and Long-Term Care 

Looking to incentivize your key personnel with superior benefits? Contact us to learn more.

Are you fully utilizing the power of health savings accounts (HSAs)? Read about the HSA "tax trifecta."

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INSIGHTS ON EXECUTIVE BENEFITS

Your Retirement Plan Investment Lineup

Executive Benefits
The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated that passive U.S. equity assets would surpass active equity assets for the first time. This inflection point was widely anticipated. Over the prior decade, active domestic equity funds leaked $1.3 trillion in outflows, while […]
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  • Ensuring Your Legacy
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  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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© 2025 CG Financial Services. All rights reserved.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Jonathan Cohen is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

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