Business Planning
Our financial professionals will help build solutions tailored to your firm’s values and objectives. However big or small your company may be, our customized strategies empower you and your team to take charge of your financial future, from services including business continuation planning, exit strategies, key person planning and more.
Executive Compensation Strategies
We’re experienced at helping companies attract, retain, and motivate executives with a strong benefits package. Qualified retirement plans are often insufficient for highly compensated executives because they do not allow them to save a high enough percentage of their salary to fund a successful retirement plan. That is why Executive Benefits are a key part of the executive compensation equation.
Employee Benefits
Clarendon Team professionals combine strategy and flexibility to form tailor-made solutions. Our financial planners can help you and your firm across a full menu of services, including group medical coverage, group disability, voluntary life, and more.
Employee education
Employee Financial Education – PlanWell ™
When you deliver an enduring employee financial experience, you help employees achieve their personal goals throughout every stage of their careers. What’s more, a sustainable program supported at the highest levels of your organization demonstrates a corporate commitment to employees and helps positively define your corporate culture. As employees gain financial confidence, and become better prepared for expected and unexpected expenses, they feel a greater sense of allegiance to your company, too.
