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Executive Benefits Design

3220 Audley Street
Houston, TX 77098-1902

Phone:

713-523-8061
Toll Free: 800-569-0913

Fax:

713-523-3015

E-mail:

Products and Service - Customers Expect It

We deliver it. Insurance, Retirement Plan design and administration, Estate Planning and Investments.  We provide and deliver the whole package.  At Executive Benefits Design, we know a professionally designed and managed insurance, retirement and investment package is the ultimate method of accumulating wealth and achieving maximum security.

You Strive for the Best - We Get You There

Maintaining a team of talented consultants, actuaries, administrators, and attorneys, Executive Benefits Design assists individuals and companies, large and small, in all areas of employee benefits and financial services.

Since 1975, our goal has been to help establish and manage effective benefit plans for companies and individuals. A professionally designed employee benefit plan can increase productivity, reduce turnover, attract and retain valued employees and improve company profits. We are dedicated to providing professional benefit services to clients and their advisors, and we focus on specialized fields of insurance, property and casualty, retirement plans, non-qualified incentive plans and annuities.

Efficient planning may result in substantial tax deductions, dramatic tax leverage, increased investment capital and other crucial advantages.

What are Your Objectives

 •  Business Planning
•  Financial Analysis
 •  Insurance Analysis
   •  Retirement Planning

Count on getting more for you money. Count on keeping insurance costs down.
Count on Executive Benefits Design.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Explores how investment strategy changes once retirement begins.

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Describes financial burdens associated with end-of-life care and funerals.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Determine whether you should consider refinancing your mortgage.

How much will it cost to pay off a loan over its lifetime?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck