Rouse & Company specializes in the design, implementation, funding, education, and service of executive benefits for public, private companies and nonprofits.
As our client, you can expect to work closely with us to develop and deliver the essential competitive advantages necessary to secure & motivate key talent, foster your legacy through business transition, and thrive in an ever-changing marketplace.
Explore the full range of Rouse & Company services, resources, products & capabilities, developed through more than 25 years of executive benefit industry experience.
Nonqualified plans are an executive’s most effective, tax-advantaged strategy for building wealth, aligning stakeholder and key talent objectives in a powerful and cost-effective way.
We offer multiple plan financing techniques tailored to your company’s cash flow, tax considerations, financial statements, cost and long-term performance.
We design solutions to reward key employees with supplemental risk protection programs beyond what is available to them through the company’s group insurance plans.
Business Succession is designed to help business owners successfully transition out of their business. We offer buy-sell, transfer and inside-transition strategies.
By their very nature, the programs we design for you are long-term engagements. You can rely on Rouse & Company to foster an enduring relationship supported by attentiveness, accessibility, commitment to service, and stewardship.
We serve all industries & specialize in the following planning areas:
Encourage loyalty & help secure the financial futures of your key people before & after retirement.
Attract top talent to your organization by offering highly competitive benefits.
Ensure your business & legacy will transition as smoothly as possible when it’s time to pass the torch.
Provide performance-based incentives to motivate key talent & achieve organizational goals.
Bridging the Retirement Gap
NQDC plans allow key employees & employers to contribute additional tax-deferred compensation.
The multi-generational workforce requires a contemporary revamp of some older plan designs.
Our Proven Process
Executive benefit solutions can often be challenging to design, implement & evaluate, but we'll ease the complexity, paving the way with a simple process for you - start to finish.
Successful programs are carefully aligned with corporate objectives, evaluated for effectiveness, and delivered in a simple-to-understand manner.
Rouse & Company delivers an enduring educational approach to optimize participant utilization and perceived value, factors critical to elevating your company's investment.
Insurance services provided through Rouse & Company. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA
. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Rouse & Company.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872)
. Check the background of this firm on FINRA’s BrokerCheck