
WHAT’S OUR WHY?
Rouse & Company, a firm that transcends a single name but reflects our independence, and the strength in numbers you will experience throughout our pre-qualified network of strategic partners, skilled resources, platforms & providers.
We put serving you first, backed by an impressive collection of multi-disciplinary industry relationships and a deep bench of skilled resources we’ve carefully assembled over 30 years. Independence and experience allow Rouse & Company to collaborate effectively with your trusted relationships.
Rouse & Company is an industry leading Executive Benefits consulting firm, committed to simplifying creative compensation strategy, Executive Benefit design, plan implementation, financing management, and service.
Our Role
Your partner for the long run.
Rouse & Company provides a full-service Executive Benefit program model – plan design, implementation, asset management, education, administrative integration, and ongoing service – to help your company offer key executives long-term financial stability.
The advantages of attracting, retaining, and rewarding top talent through their working career helps with turnover cost savings, key employee satisfaction, and ultimately enables loyal, quality people to be contributors to the future of not only their own retirement but the growth of your business.


OUR Aim
Rouse & Company’s objective is to position your company to be competitive and contemporary with the appropriate lineup of Executive Benefits to attract, reward, and retain multi-generational key talent.
In today’s fight to attract and reward key people, it’s critical an eventual plan design considers contemporary best practices, promotes flexibility for the organization, aligns with stated corporate objectives, and successfully engages high-caliber talent.
The value of an effective Executive Benefit program is measured by how much participants appreciate the program, how simple it is to understand, and how easy it is for your HR leadership team.
Our PRINCIPLES
Rouse & Company’s planning philosophy is grounded in core Total Rewards fundamentals.
- Align Executive Benefits offering to match in accord with long-term Company and owner objectives.
- Use Long-term Incentives to meet larger goals 12 months or longer into the future.
- Add Supplemental Benefits to insure key employees and their families receive the intended long-term incentive value if their journey is cut short by the unexpected.
- Provide Deferred Compensation options to enhance benefit value and taxation timing with compounding interest.
- Evaluate annually to ensure the offering achieves the primary goal of building success for participants and the Company.

Our Focus
Design the best,
be our best,
be accessible,
and deliver results
Our Process
Engage
Identify primary areas of importance, initial project scope, benefit integration considerations, and desired timeline.
Discover
Define goals, alignment needs, business succession considerations, eligibility roster, and solution assessment.
Design
Review recommended best practice design, tax considerations, cash flow analysis, and optimal plan financing strategy.
Execute
Select plan third party plan administrator, develop education and communication strategy, implement plan, and initiate financing.
Measure
Evaluate annual plan effectiveness, perceived value, market trends, regulatory compliance, strategic goal planning, and funding analysis.

Our Partners
Shared goals. Team Effort.
You’ll find value in our impressive network of skilled multi-disciplinary industry relationships, and we’ll connect you with other experts accomplished in the sophisticated planning needs of business owners and executives.
Attorneys
Accountants
Bankers
Benefit Brokers
Business Brokers
Family Office
Luxury Realtors
Insurance Agents
Investment Advisors
Private Equity


I founded Rouse & Company understanding executive benefit clients crave expertise, simplicity, service, and value in a growing world of mega-broker generalists.
– Casey Rouse, President