Our mission is to share with you cost saving ideas and how to employ them to your best advantage.

More importantly, you need to be informed about the impact of non-compliance with the Deferred Compensation Reform Law (409A). Non-compliance of the regulations could result in a serious financial impact to your business. Additionally you should be current on the up and coming ERISA changes particularly 3(38) and 3(21) requirements.

Are you having problems with enrollment? If you are, we have a platform that could enhance your enrollment participation and allow upper management to defer additional income. 

If you are concerned about these issues contact Joe Gallego at 630-857-9177.

We can help you reduce your liability and add meaningful cost saving to your qualified and non-qualified asset. See below a list of our capabilities below:

  • Business Leasing Programs
  • Corporate Owned Life Insurance
  • Employee Stock Options Plans
  • Fixed Income
  • Private Placements
  • Qualified and Non Qualified Executive Compensation Plans
  • SERP Plans
  • Group Disability Plans
  • Group Healthcare Plans
  • Group Long Term Care
  • Plus many other services
  • Key Man Insurance
  • Buy Sell Agreements
  • Selling or Buying your company
  • Investment and Commercial Banking
  • Banking on a Global Scale