Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession. With over 25 years specializing in executive retention and retirement plans for credit unions, Stearns Financial has the expertise to design, implement, and administer every type of executive benefit program.
Our plans are different because we use process as the driver to achieve effective design. By starting with your organization's mission, goals and intent we tailor individually for each executive. We are unique in that we can often accomplish this with no accounting cost to the organization, favorable reporting, and tax-free withdrawals.