Non-Qualified Plans

Nonqualified Deferred Compensation

A well-designed nonqualified deferred compensation plan can provide attractive supplemental retirement benefits to executives who have “maxed out” their qualified plan contributions. It can be a much needed incentive for employers to attract and retain these individuals. Unlike qualified plans, the nonqualified plan can be custom-designed to fill the unique needs of different executives and employers.

“ All well managed portfolios hold defensive reserves. ”

Harlan W. Wiese RFC LUTCF CLTC

Private Client Division Brokerage Manager

“ Compound interest is good, compound taxation is bad. ”

Ray Croff CLU ChFC RFC CAP

Registered Financial Consultant Managing Partner - Denton

“ Successful people make a habit of doing what unsuccessful people are unwilling to do. ”

Holly L. Hullum

Private Client Division

“ The success of a financial strategy is often more dependent on its systematic nature than its rate of return. ”

Kurt G. Poetschke

Private Client Division

“ Our firm philosophy is simple: protect assets, grow wealth & live well. ”

William E. Watson III

Registered Financial Consultant President General Agent

“ The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited. ”

Stephen Hull MBA, RFC

Registered Financial Consultant

3030 I-635/LBJ Frwy, Suite 1630 · Dallas, TX 75234

Office (214) 219-6669 · Fax (214) 219-0584