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Announcing! Scott Richardson Breakout Session "Preparing for Proper Tax and Accounting Treatment of Executive Benefits" at FMS Forum, Boston, MA

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.

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.

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. 
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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