Focused Guidance for Successful Financial Planning
For organizations large and small, it has never been more important to have a dedicated financial professional with the resources to help you execute a responsible and tax-favored financial plan. Panorama Institutional Solutions provides a comprehensive end-to-end platform which addresses executive and employee insurance plans, employee retention, business succession, corporate retirement, and risk mitigation objectives.
Our focus is on developing strategies which succeed in both attracting and retaining your most talented and valuable employees. This is achieved by conducting comprehensive due diligence to determine your organization’s financial resources, employee and executive insurance needs, and risk mitigation goals. Once completed, an implementation strategy is outlined using several tools to help meet your objectives as they relate to the business and the individuals involved.
We have the resources of a large company but provide the personalized attention of a boutique firm. This combination allows Panorama Institutional Solutions to deliver sound upfront implementation and more importantly, ongoing, proactive support to help your organization make timely adjustments to constantly evolving business needs and regulations.
Tax Favored Planning
Qualified Plans (e.g. 401k, 403b)
Business Succession Planning
Buy / Sell
Key Man & Disability Insurance
Supplemental Executive & Employee Insurance Plans
Corporate Endowment Solutions
Access custom reporting which is designed to meet your plan needs while exceeding your expectations. The web-based reporting platform provides data values, asset and liability reporting, as well as full-service management. Whether these methods are used to manage a plan on an individual level or a participant and plan sponsor in a corporate plan, we are pleased to be able to offer this service.