Through a powerful combination of independence and experience, Mullin Barens Sanford Financial and Insurance Services (MBS Financial) is a leading consulting firm that assists companies with 409A and other executive compensation and benefit needs. Whether crafting a plan that balances employee retention with stakeholder interests, improving existing plan design and operation, or providing TPA search services, our clients have come to expect independent ideas and innovative concepts. Our custom solutions aim to reduce corporate income taxes, lower the cost of providing executive benefits programs, build assets for retirement, protect income, provide for heirs, and build legacies.

Working closely with our clients and their advisors, we design solutions to deliver long-term performance with service that exceeds expectations.