"We guide our clients through their decision making process involved in considering Executive Benefits, Employee Benefits, Wealth Preservation and Insurance Planning."
Dodd Consulting, LLC is a premier national consulting Firm specializing in the design, implementation, funding and administration of Executive Benefits and Employee Benefits, as well as Wealth Preservation and Insurance Planning.
Executive Benefits
We provide access to cutting-edge Executive Benefit Plans that could include some of the following: Non-Qualified Deferred Compensation, Voluntary Deferrals, Restoration 401(k) Plans, Supplemental Executive Retirement Plans (SERP), Phantom Stock Plans, Bonus Plans, Survivor Income Plans, Executive Long-Term Disability, Long-Term Care, Group Carve-Out Life Insurance Plans and other benefits.
Employee Benefits
We perform comprehensive studies of a company's employee benefit plans whether it might be medical, dental, vision, prescription drugs, life, accident, disability, long-term care, legal assistance, annuities, mutual funds and other important benefits. We also design some very important and state-of-the-art executive benefits and qualified pension and 401(k) retirement plans.
Wealth Preservation
Our wealth management system helps you understand your personal life, disability, and long-term care insurance needs. It provides strong, flexible planning capabilities for charitable giving, retirement, estate and wealth preservation planning. We analyze all your assets and liabilities. We help you establish various goals for yourself and your family. We give you cutting-edge estate strategies to assist in maximizing the estate that your heirs will receive under current laws. Our emphasis is on Zero Estate Tax Planning.
Insurance Planning
With careful consideration of your personal objectives, we can help determine how insurance can be part of the solution to your most important financial concerns. You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don't want to leave these important issues to chance. Whether it is protecting your income, your life, or your home, making sure that you're adequately insured can save you from financial ruin in the event of an unfortunate accident. For example, life insurance is primarily intended to cushion the financial effects of the insured's death. Benefits can be used to fund a college education, provide retirement income for your spouse or help eliminate debts. In addition to a death benefit, certain policies permit the cash value to accumulate while deferring taxes. Make sure that you're covering the most important aspects of your life while spending money only on the insurance that you really need. Some of the plans to consider are: life, disability, LTC insurance and other important benefits.
Dodd Consulting, LLC
One Landmark Square, 8th Floor, Stamford, CT 06901-2603 (map)
Phone: (203) 504-3633 · Fax: (203) 504-3639 · E-mail: info@doddconsulting.net
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Dodd Consulting, LLC is owned and operated independently from M Holdings Securities, Inc. Dodd Consulting, LLC is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship.