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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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EXECUTIVE BENEFITS SOLUTIONS Take Control of Tomorrow . . . Today™

Executive Benefits Solutions (EBS) is partnered with Stratos Wealth Partners, LTD, an independent wealth management and investment advisory firm, whose representatives are affiliated with LPL Financial.

Since 1993 EBS has worked exclusively with credit unions throughout the country delivering appropriate financial strategies for each credit union’s unique financial situation in the areas of Executive Benefits and Employee Benefits Pre-Funding Planning.

Now, credit unions have been provided the means to retain and reward valuable employees, maintain competitive benefit plans and confront rising employee benefit costs. Executive Benefits Solutions helps credit unions take control today and find the information to prepare for tomorrow with dynamic financial strategies.

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Credit Unions are successful because of the employees they have hired and retained. Flexibility is the hallmark of an executive benefits plan. In fact, a credit union could establish a plan that provides benefits for one or more key persons, or a select group of management executives, with different plans for different individuals. Executive Benefits Solutions’ executive benefits planning process provides credit unions a way to reward superior performance, provide extra incentive and attract and retain key people.

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A major concern for your credit union is how to maintain a viable benefit program to retain your valuable employees in today’s competitive hiring environment as well as maintain your financial strength while faced with ever-increasing employee benefit costs. A credit union can avoid decreasing employee benefits coverage, increasing deductibles and raising co-pays for employee benefits such as Health Insurance, Dental and Vision Insurance, Post-Retirement Health Care, Health Savings Account Contributions, 401(k) Match, Pension, Long and Short Term Disability, Group Life and Executive Deferred Compensation Plans.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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