Executive Planning

Chances are there are a few people who have become truly key to your success and have helped make your business more valuable.Let’s discuss executive planning.

Rewarding & Retaining Employees

Not only would you like to reward them, but you also want to retain them so you can successful transition one day from the business to retirement. In order to do this, you need to build and maintain a deep bench and go beyond the traditional benefits package you offer to other employees.

Special Benefit Offerings

In an effort to encourage key employee retention, we will work with you to create a special benefit offering that goes beyond the basic benefits package. One way to foster an environment that recruits, retains and rewards in your organization is by showing interest in the financial well-being and success of your key employees.

Specialized benefit offerings for key employees include:

  • Supplemental executive retirement benefits
  • Company sponsored financial planning
  • Company sponsored retirement planning

St. Croix Advisors can help you determine the best ways to reward and retain your employees as part of an executive planning strategy. Brett Anderson is a Certified Financial Planner who has been helping individual and business clients in the Hudson area for many years. Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at info@stcroixadvisors.com for more information.

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