Calfee Financial
Advisors^®, Inc.

Calfee Financial Advisors provides holistic and global financial planning, guidance and other services to individuals and institutions. Peter Calfee is a registered representative with and offers securities and advisory services through LPL Financial (LPL)Member FINRA/SIPC. Calfee Financial Advisors, Inc., is separate from LPL Financial (LPL) and is not a broker dealer.

Complete compensation consulting services

Our non-profit institution and independent school compensation and benefits services address:

Organizations we serve

Foundations	Private schools
Non-profits	Montessori schools
Civic organizations	Charter schools
Other institutions
Compensation client case histories.

• Compensation, salary, long-term incentive programs for heads, faculty, staff and administrators.

• Contract and financial planning issues for leaders and their families.

• Benefits designs including medical, disability and life insurance, stipends, tuition remission, financial planning, perquisites and other forms of compensation.

• Pensions, including pension portability,
  403(b), 457(b) and other qualified plans.

• Deferred compensation and supplemental retirement plans, including 457(f) arrangements.

• Tax implications for the board and head.

• Compensation philosophy creation and review, plus other long-range planning issues for the institution and its leaders.

• Competitive compensation issues including analysis for relevant independent and public institutions and attracting and keeping talent.

• Rewarding performance.

• Additional matters as requested.

Person-Specific™ Planning and Financial Expertise for Successful People®    @Copyright 2005-2009 Calfee Financial Advisors

This web site does not constitute an offer of securities in any jurisdiction. Neither business transactions nor communications
related to securities and/or personal investment advice for compensation can be made without full compliance with your
state's registration requirements. Securities offered through LPL Financial (LPL) Member FINRA/SIPC.
Licensed to sell life insurance in AZ, CA, CT, FL, IL, IN, KY, MD, MI, NC, NJ, NY, OH, PA, TX, and WI.
Registered to offer securities in AR, AZ, CA, CT, FL, IL, IN, KY, MD, MT, NC, NJ, NY, OH, PA, TX AND WI.