Perry Smith and SFC custom design solutions to money problems by utilizing long-standing principles to meet the individual needs of our clients. The plans put in place by them are recognized for their ability to help our individual clients, corporate owners and their employees to meet their long-term financial goals. All plans are supported by written, legal, tax, and accounting opinions and are specially designed to satisfy needs at the lowest possible cost.
Corporate owners are concerned with the acquisition and retention of quality employees.
History has proven that one of the keys to attracting and retaining quality employees is through providing them with a compensation package that includes meaningful retirement benefits and financial incentives. SFC designs solution for specific needs such as deferred compensation, employee incentives and retirement programs for employers and their employees. Additionally, SFC provides planning for estate liquidity to allow the transfer of ownership between family members, estate tax planning, continuity and exit planning, funding of buy-sell and stock redemption agreements, individual private pension plans, and key person insurance. Retirement Plans - Plans to meet retirement income needs to include tax planning. Key Person Protection - Plans designed to protect companies against the loss of key executives by death, disability or termination.