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.

Our Advantages

When you partner with us, you benefit from exclusive access to differentiated products and service founded on experience, innovation, collaboration, and leadership that has guided our clients for more than 35 years.

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Our Services

We specialize in the custom design of sophisticated life insurance strategies that help business and affluent individuals to preserve and grow assets in a tax-efficient manner.

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Our Team

As a valued client, you can rest assured that everything we do reflects our commitment to delivering the insight, perspective, and extraordinary financial designs you deserve.

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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.

Of the Fortune 500 are our clients

Deferred Compensation Plans and 50 Life and Disability Plans

Billion in Assets Under Management (As of 9.30.2018)

How We Help:

Using a consultative and collaborative approach, we help you recruit, reward, and retain key executives to improve long term profitability of your businesses.

Peer Benchmarking:

Track peers for your company by generating data enabling you to understand how other companies’ Boards of Directors view your company’s executive benefit programs.

Consulting & Executive Benefit Services

Through a powerful combination of independence and experience, we assist companies with 409A and other executive benefit needs.

Deferred Tax Strategies

Plan Design

Funding Analysis

Peer Benchmarking

RecordKeeper Search

Plan Review & Audit

Our Team

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.