Moreton Wealth Management Strategies

Executive Compensation Planning

Recruit, retain and reward highly valued employees.

Our discovery process will show you the options that can be provided to your executives. They may include flexible deferred compensation plans, supplemental executive retirement plans and phantom stock options, just to name a few. We offer choices, ongoing consulting and fee-based planning to accompany them. Establishing a non-qualified retirement plan for your key executives may help them reach their retirement income goals, and help you retain their loyalty to your business' success. The following are some of the benefits employers see...

• Selectivity and Control
• Exemption from IRS Approval and Minimal ERISA Requirements
• No Contribution Limits or Non-Discrimination Requirements
• Lower Set-Up and Administration Costs
• Income Tax Deferral

You can read more about our Executive Compensation Planning by clicking here.

Financial Planning

We take the time to understand what you want out of life and how you feel about your wealth.

Our client-centered approach revolves around your goals and priorities - and our Wealth Management System provides up-to-the-minute data, transparency and a 360° view of your wealth.

We start and end with your dreams. We use the following process to help you plan for your dreams.

• Project your goals - where you want to be
• Document Assets - what you have
• Perform Gap Analysis - what you need
• Provide Suitable Choices - how to get there
• Implement Strategies - activate the plan
• Monitor Plan - to help you achieve your goals

You can read more about our Financial Planning by clicking here.

Investment Management

Our benchmark is your life.

 

Our benchmark is your life. Our goal is to help you make wise choices. We design and implement what we believe is the right portfolio strategy for your preferred investment style and risk tolerance. We want to create an investment management strategy that is right for your life, your goals and your dreams.

 

Some of the key tenets in our investment management strategies are:

• Diversification and Asset Allocation
• Strategic and Tactical Asset Allocation
• Goal-Based Allocations
• Broad Strategy Set

You can read more about our Investment Management by clicking here.

Insurance Strategies

Securing the right coverage for your new home or car can be time consuming and confusing. We can help.

How are you planning to defend your wealth? The right insurance can be critical - it can help you plan to preserve and to protect your lifestyle and your dreams. We offer annuities and insurance (life, disability, long term care and health) from over 50 highly rated companies. Some of those insurance companies are listed below:

• AXA Equitable Life Insurance Company
• Genworth Life Insurance Company
• ING USA
• John Hancock USA
• Lincoln Life/MetLife Investors
• Pacific Life
• Prudential Life Insurance Company
• Sun Life Assurance Company of Canada
• West Coast Life
  

This is a partial list of available carriers. This list is subject to change without notice.

Continue reading how our insurance strategies can benefit you by clicking here.

Estate & Legacy Planning

How do you sustain wealth over multiple generations?

Who will benefit from your wealth when you are gone? We have a process that clearly illustrates the paths to asset planning for multiple generations, so that financial decisions on behalf of your heirs and your estate may be made confidently.

 

We help our clients with family governance, collaborating with their accountants and attorneys to facilitate tax-advantaged gifting, the tax-efficient transfer of estates, and long-range plans for continued growth of family assets.

 

Continue reading how our estate and legacy planning can benefit you by clicking here.

Business Planning

As a business owner or executive, you know it is hard to meet business challenges alone.

As an entrepreneurial organization, you've worked to turn enterprising vision into reality. As a business owner you have identified an opportunity in your area of business and delivered a solution.

 

Wealth Management Strategies approaches business planning in the same spirit of entrepreneurship… by recognizing the specialized needs of a business and their owners. Then providing strategies to help effectively fulfill those needs...

 

Our planning process features the following steps:

• Life cycle Business Planning
• Personal Planning
• Partners and Key Executives
• Employees

You can read more about our Business Planning by clicking here.

Key Employee Financial Advisory

Our experience shows that developing customized advisory programs for key employees can be a much appreciated benefit.

Whether you're a Fortune 500 company or a small not-for-profit organization, we can help your key people appreciate and make the most of the benefits you offer. This can be a great value for any company and a great complement to any employer-sponsored retirement or benefit plans.

 

We can provide you with a turnkey financial planning program based upon the needs of your company and your key employees, which may include:

• Planning Strategies
• Educational Workshops
• 24/7 access to financial information and research

Read more about our Key Employee Financial Advisory services.