Executive Benefit Services

Regulations governing employee benefit plans can often discriminate against employers and business owners.

Delta Capital Management works with employers and business owners to design and implement strategies that provide additional life, health, and retirement benefits above and beyond the basic employee benefit scope.

Our Approach

Central to our method is our unique process that is designed to deliver insight and capabilities to help a client achieve their major personal and financial goals within the context of their corporate environment. We ensure that the financial and tax planning solutions we provide are based upon extensive market research, financial insight and comprehensive planning with independence and integrity.

Our aim is to ensure that you have the resources to handle whatever the future may bring. Our desire is to inspire clients to act with confidence, organization, commitment, and discipline in designing and implementing their desired plan of action.

A selected list of our services includes the following:

  • Non Qualified Deferred Compensation
  • Cash Balance Plans
  • Supplemental Executive Retirement Plans
  • Group Term Carve Out Programs
  • Split Dollar Plans
  • Executive Long Term Care
  • Supplemental Disability
  • Compensation Consulting
  • Financial Entitlement (Planning)
  • Section 162 Bonus

Program Success

Together we create a customized long term vision for the future, supported by a detailed plan so your wealth and resources won't be left to chance. By taking purposeful steps to create value and build confidence, we create a unique bond with our clients built on trust, secured with process, and proven through results.

Our process ensures that the things you do to help your employees achieve their future goals won't inhibit you from realizing yours. 

Independence. Expertise. Integrity.

Through client-specific financial analysis and independent and proprietary investment research, our services are designed to secure your well being for the long-term. As your investment professional, we are committed to delivering performance in a manner that is consistent with your needs, goals and desires. Headquartered in Orlando Florida, Delta Capital Management serves clients globally.