COMPENSATION CONSULTANTS LLC. | P. O. BOX 124 LINVILLE, NORTH CAROLINA 28646 | 828-898-7871 | 828-898-7579
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an Registered Investment Advisor. Compensation Consultants LLC and VCM are independent of each other.
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
Outstanding personalized service and a reputation for excellence in the industry.
About Compensation Consultants
Our Commitment to Our Clients
Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.
As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.
Our Principles Set the Standard for Success
At Compensation Consultants, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
Our unique approach to your success begins with getting to know you and understanding your needs.
www.compensation-consultants.com
COMPENSATION CONSULTANTS LLC. | P. O. BOX 124 LINVILLE, NORTH CAROLINA 28646 | 828-898-7871 | 828-898-7579
©COPYRIGHT 2019. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
Our number one goal is to help secure your financial future through smart investing.
Compensation Consultants was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life’s most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.
Retirement Planning
We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.
Estate Planning
We will assist you in developing a comprehensive plan to pass your assets on to future generations. We work closely with Elder Law Attorneys to discuss wills, trusts, beneficiaries, powers of attorney and other documents will be covered in an effort to maximize the value of your estate while reducing taxes and other expenses.
Annuities
Annuities are tax-deferred options that can be used in conjunction with 401ks, IRAs and other tax-deferred retirement savings plans. Annuities can create a guaranteed* stream of retirement income for a set period of time or for the rest of your life.
Individual Retirement Accounts (IRA)
IRAs are tax-deferred or tax-free ways of saving for retirement. You can choose from traditional IRAs, Roth IRAs, and 401k rollover options. Virtue has reviewed products from hundreds of providers to help you select the type of IRA that best fits your needs.
For a complete list of services and free consultation, give us a call now at 972-203-7439.
Meet our company founder and president, Robert Donovan.
Robert V Donovan, ChFC, CFP®
Bob has spent more than 40 years dedicating himself to providing an exceptional service experience to high net worth individuals, owners of closely-held businesses and others striving to build and protect their wealth and income. Specializing in executive compensation strategies, non-qualified deferred compensation and wealth management, Bob operates and adheres to the fiduciary standard as a Certified Financial Planner Practitioner ™.
Bob graduated from High Point College in North Carolina with a Bachelor of Arts degree in English. He currently holds the Certified Life Underwriter and Chartered Financial Counselor designations as well as being a CFP® since 2005. He is licensed in the following areas of risk management: life and health, disability, long-term care and annuities. Bob’s two firms, Compensation Consultants, LLC and WoodGreen Advisory, LLC, provide insurance and investment advice to a diverse group of clients; offering wealth management, investments, financial advisory, social security strategies and income replacement and distribution planning.
A primary focus of his practice is the structure, placement and administration of life insurance premium financing cases as funding solutions for multiple financial strategies: COLI employee benefits, Estate Planning and Wealth Transfer applications for high net worth individuals, and Charitable Giving. In addition, structured premium financing offers unique opportunities in the design and funding of corporate welfare benefit plans such as non-qualified deferred compensation, buy-sell agreements, key-person and business debt protection.
We are here to serve you 24/7/365. Contact us here anytime.
Contact us here anytime or feel free to gives us a call.
We look forward to getting to know you and help you improve your financial future.