MacArthur Financial
Heightening Benefits Impact Through Holistic Planning
MacArthur Financial specializes in executive benefits and private client wealth management, integrating corporate and individual financial planning.
About
MacArthur Financial, founded by Robert MacArthur, CFP®, offers specialized services in corporate executive benefits, private client services, advisor services, and strategic partnerships. The firm leverages over 30 years of corporate consulting experience to provide holistic planning that integrates executive benefits with individual financial strategies, supported by Trove Private Wealth's administrative resources.
Services include deferred compensation plans, supplemental retirement plans, executive life and disability insurance, phantom stock plans, executive financial planning, retirement planning, investment management, risk management, long-term care, insurance planning, life settlements, and legacy/charitable planning. The firm collaborates with top financial partners like Valmark Financial Group, Newport Group, and Trove Private Wealth to deliver institutional-quality resources with concierge-level service.
Services
Corporate Executive Benefits
Helps employers develop tax-favored nonqualified deferred compensation and executive benefit plans for highly-compensated executives, overcoming regulatory restrictions on qualified retirement plans.
Private Client Services
Helps executives and business owners integrate company benefits into a customized financial plan to maximize income, reduce taxes, mitigate risk, and achieve legacy and charitable objectives.
Advisor Services
Provides technical resources and continuing education for advisors working with clients’ personal, business, and financial needs.
Life Settlements
Assists clients in analyzing and executing life settlement transactions when their life insurance policies are no longer needed, providing a higher net value option.
Legacy & Charitable Planning
Helps clients preserve family relationships and values while optimizing tax consequences for wealth transfer to the next generation and charitable causes.
