Maximizing the financial impact of a life's work
Founder & Principal
HEIGHTENING BENEFITS IMPACT THROUGH HOLISTIC PLANNING
For corporations and closely held businesses alike, strategic executive benefit programs are imperative to recruit, motivate and retain critical talent. Each individual served also needs a personal strategy to integrate equity/earnings into wealth management for retirement, legacy and charitable goals – while maximizing income, reducing taxes and mitigating downside risk.
Drawing on 30+ years of experience of high-level corporate consulting, MacArthur Financial brings an informed niche perspective to the intersection of corporate-sponsored benefits and individual financial planning. Supported by the logistical and administrative resources of Wealth Impact Partners, our specialty lies in tapping the synergy of this confluence to the mutual benefit of companies and their high-value executives.
We specialize in very distinct, yet interconnected areas of planning:
Corporate Executive Benefits
We help employers develop tax-favored nonqualified deferred compensation and executive benefit plans that enable highly-compensated executives to augment and protect their retirement savings andovercome many of the regulatory restrictions that apply to qualified retirement plans.
Private Client Services
We help executives and business owners integrate their company benefits into a customized financial plan to help maximize income, reduce taxes, mitigate downside risks, strategize for a multi-decade retirement span, and execute important legacy and charitable objectives.
Due to the complex nature of our clients’ plans, we work closely with clients’ other advisors during each step of the planning process. We also serve as an independent technical resource, working behind the scenes to assist advisors with their clients’ personal, business and financial needs as well as providing continuing education.