Our Services

Thoughtful design captures and preserves a historic movement, embodying both sublime style and superb engineering.  Financial plans are no different.  They should capture and preserve accumulated assets while gracefully monitoring performance for long-term sustainability.

MBS Financial’s expertise and experience includes designing and overseeing more than 200 deferred compensation plans, and over 50 life and disability plans for our 150+ corporate clients. Our clients include 40+ Fortune 500 firms as well as many medium sized public and private companies. MBS Financial also works with over 1,000 individual clients to meet their personal life insurance and estate planning needs.

For over 40 years, the principals at MBS Financial work closely with businesses to customize sophisticated financial plans. Our plan advisory services aim to minimize tax risks and maximize long-term value.

We provide Deferred Compensation (409A)/Executive Benefit consulting services that include:

  • Design of New Plans
  • Audit/Redesign of Existing Plans
  • Peer and Prevalence Comparisons
  • Manage RFP’s
  • Administrator Searches
  • Analysis and Design of Plan Informal Funding

These core services provide the foundation for executing our expertise in:

Nonqualified Plans:

  • Executive Savings & Deferral Plans
  • Supplemental Executive Retirement & Retention Plans

Benefit Liability Funding:

  • Life Insurance (COLI/BOLI)
  • Annuities and Settlements

Executive Benefits:

  • Disability Insurance
  • Life Insurance

Estate Planning:

  • Wealth Transfer
  • Individual Life and Income Protection Insurance

Working with our partners at M Financial Group, we diligently monitor the long-term performance of products throughout the life of the policies held by our clients. Our commitment to the long-term success of the solutions we create is one of the many advantages our clients appreciate. To learn more about advantages of working with us, click here.