About Us

Corporate Benefit Design, LLC was founded in 1981 with the goal of serving our clients in regard to all aspects of their individual and business financial interests.   

Our services include estate planning, investment and financial planning, employee benefit designs, business continuation planning, and assistance in business sales, mergers, and acquisitions.  

Our owners, advisors, and staff are experienced professionals with multiple educational and professional certifications as well as years of experience which we utilize as part of our distinctive "hands on" approach. 

 

Our Commitment

Corporate Benefit Design, LLC is committed to providing sophisticated analysis and designs by incorporating structured recommendations.  We provide the best possible services and solutions to our clients with the motto of “structure in an unstructured world.”

Accordingly, we utilize in-depth financial and economic modeling to help our clients prioritize their objectives.  By creating customized, specific, financial designs, we fit our recommendations to our client's definitive needs.

Corporate Benefit Design, LLC believes in a disciplined approach to our client’s objectives and regular reviews are critical to measuring success.  We develop an on-going review schedule on a quarterly, semi-annual, or annual basis to monitor our implemented recommendations and make appropriate adjustments when necessary.

 

Our Principle

Corporate Benefit Design, LLC understands that the solutions we provide must be built upon a comprehensive understanding of each of our client’s particular individual objectives and financial philosophies. 

Further, we believe it important to provide the highest quality financial and economic designs and recommendations in cooperation with the best legal and tax advisors.

For three decades our “Serve First” philosophy has enabled us to earn a long standing reputation and industry honors for excellence and unbiased service to our clients.