We deliver innovative executive benefits solutions for you and your key people.
MBS will partner with you to provide the right tools and services to improve your executive retirement plan and employer outcomes, while reducing costs.
What Sets Us Apart
Core Focus - Non-Qualified Executive Benefits (409A Plans)
We are singularly focused on crafting and refining executive benefit programs that balance employee retention with stakeholder interests. Improving plan design, plan operations, ensuring regulatory compliance, reducing plan costs and providing third party administration (TPA) search is our core focus.
Long-Term Client Relationships
Our average client tenure is 15+ years. By providing you with 24/7/365 access to our partners, consultants and employees, we deliver superior service that exceeds your expectations and those of your plan participant.
Innovative and Results Driven
We work closely with you and your advisors to help define objectives, identify and design customized plans and solutions to fit your needs, and then proactively manage the strategy going forward.
Independent and Unbiased
We are not owned by a company or interest that sells any commercial or retail products. We are an independent firm offering services and products in your best interest.
MBS Financial is an independent financial consulting firm specializing in executive benefits, insurance, and estate planning. Through a powerful combination of independence and expertise, we are inspired by and dedicated to creating dynamic financial strategies that drive success. We encourage you to explore our site to learn more, and should you have any questions, please contact us. We look forward to meeting you.
MBS Financial believes in giving back to our community and wants to do as much as we can do to help. Here are just a few examples of causes we helped and contributed to.
- ALS Therapy Development Institute
- Best Buddies International
- Breast Cancer Research Foundation
- Good Samaritan Hospital
- Junior Diabetes Research Foundation
- Mary Health of the Sick
- Michael J. Fox Foundation
- Salute Military Golf Association
- St. John’s Health Center
- UCLA Women’s Health Education & Resource Center
- Visiting Nurse and Hospice Care