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  • Home
  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Brenda R. Haag
    • Bruce F. Barge
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • 2019 Client Conference
      • History – Calendars by Year >
        • 2017 Client Conference
        • 2015 Client Conference
    • Video Education
  • Contact
IZALE Financial Group

Value People
Improve Earnings
Protect Assets

Join our next Live Webinar or visit our Online Video Education Library!  Click to read our latest eNews!
Announcing! Scott Richardson Breakout Session "
Preparing for Proper Tax and Accounting Treatment of Executive Benefits" at FMS Forum, Boston, MA
IZALE cutting-edging executive and director benefit programs reward and retain key employees

Value People

Attract, retain and reward the best. The importance of strong leadership can’t be overstated. We work with you to create specialized plans and packages that appropriately reward your key leaders while effectively attracting new talent. Compensation is a key area to balance, IZALE's depth of expertise gives us the edge in creating tailored solutions.
Executive & Director Benefits
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Improve Earnings

Enhance profitability. We provide your firm with custom – designed programs to offset — and even recover – the cost of director and employee benefits to keep your balance sheet healthy. For banks, credit unions and corporations, we create plans that satisfy both regulators and shareholders. Some solutions may also help you enhance benefits without adding to the bottom line.
Funding & Revenue Strategies
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Protect Assets

With success comes the necessity to protect what you’ve earned. An effective asset protection strategy is as unique as you are, and we work one-on-one with you to develop a plan that provides rock solid protection while making the most of your assets. Our team can thoroughly evaluate your specific requirements to forge a solution that meets your needs and budget. 
Asset Protection

Scott Richardson is a registered representative of, and securities are offered through Lion Street Financial, LLC. (LSF) Austin, Texas, (512) 776-8400, member FINRA, SIPC. 
Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated
​with IZALE Financial Group.
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Contact

 855-492-5334 | Contact
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© 2011 - 2019 IZALE Financial Group. All rights reserved. Login.
​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. 

Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
IZALE Financial Group does insurance business in California as IZALE LLC Insurance Agency
This site is published for residents of the United States only. Representatives 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 until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .