Executive Financial Planning Services
Linking Your Financial Future
Plans to Build Your Financial Future
Houghton Financial Partners offers employee benefit planning services to help employers design and manage qualified retirement plans that allow employees to build their wealth. We help employers design and implement incentive plans to attract and retain top talent. Additionally, we help high-net-worth individuals with wealth management and estate planning to create peace of mind.
A sophisticated investment portfolio solution that leverages advanced academic research, portfolio structuring methodologies, product applications, tax sensitivity, and institutional pricing linked to your financial goals by an investment advisor provides a customized solution to help meet specific financial goals.
Easing the Burden on Employers’ HR & Benefits Department
Houghton Financial Partners offers executive financial planning services to help employers to design and manage plans using various financial tools, including retirement plans, business insurance, and risk management. After decades of work in this industry, we understand how the burden of plan management can impact business owners, human resources teams, and benefits departments. That’s why a key part of our service is providing ongoing support for your qualified and non-qualified plans. After working with clients to set up a plan that is tailored to the individual business needs, we provide ongoing plan management and support so you can provide valuable benefits to your employees without over-taxing your HR director, staff, or other teams. We strive to create less work for your teams and better benefits for your employees.
Aligning Plans for Growth and Employee Satisfaction
When partnering with Houghton Financial, you get the benefit of our in-depth analysis of your company’s needs and recommendations for plans which align with your unique goals. We work with executive and human resources teams to understand company objectives at a deep level. This lets us create plans that drive the specific results. Depending on the needs of the company, these could be executive incentive plans, qualified retirement plans for all employees, or a combination of financial concepts. When working with Houghton, you don’t get stuck with a one-size-fits-all plan. All of the plans we create are unique to the needs of each client, and each one has been carefully designed based on what we learn during the consultation.
Providing Great Value
Our team’s combined experience in developing qualified, non-qualified, and individual plans allows us to provide comprehensive yet individualized solutions for a variety of client needs. Partners Ted Houghton and Michael Houghton work in tandem to ensure clients have access to pertinent plan information, so they can identify the right choice for their business. With Michael leading qualified benefit programs and Ted focusing on the executive benefit and non-qualified program side, Houghton has helped a range of clients establish plans and improve financial security at multiple levels. At Houghton, we pride ourselves on serving companies in the short term and the long run. Building long-term relationships is a central part of our business, and we care about your financial future as much as you do.