The Executive Benefits Guy.

Integrated Wealth Planning For Business Owners 

Spectrum of Strategies

In the process of developing distinct solutions that serve clients' specific needs, we draw from a wide range of strategies that include:

  • ​Non-qualified Deferred Compensation Plans
  • Insured Supplemental Death Benefit and Savings Plans
  • Key Person Insurance programs
  • Management Security Plans
  • Executive Long Term Care Wealth Protection Plans
  • Liability Funding Strategies using COLI / BOLI
  • Supplemental Executive Retirement Plans (SERP)
  • Employee Stock Ownership Plans (ESOP)
  • Group Term Life Carve-out
  • Split Dollar Life Insurance
  • Buy-Sell Funding strategies
  • Phantom Stock Plans

High Stakes

For owners of closely-held businesses, the stakes don't get any higher than the retention of key employees and a succession plan that ensures both retirement security and the business's future management structure.

Peter Viliesis is distinctly positioned to  guide business owners through this complex landscape.

Clients have the advantage of products and pricing structures that are typically reserved for large, public companies, as well as access to an exclusive network of professional tax and legal advisors, vendors and administrators to serve the full scope of financial planning and implementation needs.  

Laser-sharp Focus

Peter Viliesis brings a depth of expertise in the development of integrated solutions that optimize wealth and ensure peace of mind.

The distinct focus is on owners of closely-held businesses who are looking for innovative benefit programs for their key people, along with wealth-enhancing succession strategies.

Clients can count on solutions that are clear, concise, cost effective and tax efficient, with the confidence that trusted advisors will be included and embraced in the development of integrated solutions that reflect their unique needs and goals.

​                        Peter Viliesis