A Completely Integrated Experience

Planning your business strategy with Lion Street begins with a deep-dive understanding of your financial and tax situation, strategic objectives and organizational culture.

Seamless Experience

Lion Street Firms bring a wealth of subject-matter expertise to the table, enabling them to provide exceptional solutions.

Comprehensive Process

Lion Street Firms guide you through a process that integrates plan design, product selection, education and plan administration.

Technology and Resources

Lion Street Firms have access to cutting-edge technologies and powerful resources, built right into the process.

Exceptional Financial Solutions, Delivered Seamlessly

Our Firms work with your organization to provide comprehensive planning and financial solutions.

These are some of our key areas of expertise

  • Non-qualified Deferred Compensation

  • Retirement Plans

  • Bonus and Incentive Plans

  • Ownership Succession

  • Tax Mitigation Strategies

Client-Centered Process

Our comprehensive process enables Lion Street Firms to design and administer multiple solutions to meet the needs of you and your organization.

Consulting to Establish Objectives

Custom Plan Design

Optimized Plan Funding

Participant Communication, Education & Enrollment

Plan Administration

Industry-Leading Technology and Resources

Lion Street Firms are supported by a system of powerful technologies and resources that enhance their ability to provide world-class business solutions.

Backed by powerful technology platforms, our Firms leverage strategic alliances, a national network of specialized Firms, innovative strategies and other critical resources to bring a new dimension to corporate and executive solutions. Explore a few of our robust technology solutions by clicking on the tabs below.

Ovation

The industry’s first multi-provider, web-based communication and enrollment system for highly compensated executives and professionals. This secure, robust online portal is designed for the enrollment, communication, and unified implementation of supplemental retirement plans.

AFS Optimizer™

This strategic tool delivers the best funding alternatives for non-qualified deferred comp (NQDC) plans. It works by evaluating existing corporate-owned life insurance (COLI) through proprietary algorithms to identify hidden opportunities that drive greater cost efficiencies.