Executive Benefits

No matter the size of your company, competing for talented executives in today’s business world is a challenge. At Foley/Connelly, we provide a comprehensive executive benefits consulting service that helps our clients successfully attract, retain and reward key employees without compromising company objectives. Our plans are designed to help meet the specific needs of your organization no matter its size:
  • Non-qualified deferred compensation plans
    • Supplemental Executive Retirement Plans (SERPs)
    • Voluntary deferral plans
    • Simple 401k’s
    • 401k’s and Profit Sharing Plans
  • Group Medical & Dental Insurance
  • Group Life & Disability Insurance

Foley/Connelly’s executive benefits consultants work closely with our clients throughout every step of the implementation process. We help guide you through the planning process, including the recommendations for both plan funding and the analysis of plan liabilities. We offer our clients the advantage of being a single source for all of your executive benefits planning needs, offering the following services:

  • Buy/Sell Arrangements
  • Deferred Compensation Plans
  • Executive Bonus Plans
  • Non-Qualified Retirement Programs
  • Key-Person Planning

CONTACT our executive benefits team for expert guidance in exploring options that are consistent with your goals, objectives, and resources.

 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

Any third party web site links referenced are being provided strictly as a courtesy. Neither we, Kestra IS or its affiliates are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 

This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.