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.

Fair, Adequate and Justifiable Compensation for Institutions, Non-profits and Schools

Typically, board members and organization leaders are uncomfortable with compensation negotiations. Many do not understand, appreciate or embrace the issues, possibilities and ramifications. And everyone differs as to what is ”FAIR.”

Fortunately, with the right process, you can engineer successful, lasting and practical compensation and benefits packages for your leadership and staff.

As a Board

You want the president, head or executive director to lead, guide, nurture—and stay. You need to understand the foundation for compensation agreements and be confident leaders and staff will vigorously pursue your organization’s mission. /p>

As President, Head or Executive Director

You want to stay and contribute to your institution or school. You must feel you have the support of the board and your personal, financial and family needs are meaningfully addressed. Together, you desire to come to agreement on a compensation program that builds the bridge to what all see as fair—because the goal is longevity of service. possibilities and the ramifications. And everyone has differing viewpoints as to what is ”FAIR.”

Benefit from the Right Process

Fortunately—with the right process—you can engineer successful, lasting and practical compensation and benefits packages for your head and critical designates.

You need more than a well-crafted compensation agreement—you need a process, a framework, which fosters accord and unreservedly embraces your distinctive culture and vision. A process that: is transparent, collaborative, strategic, practical and creative; and fully embraces the unique culture, history, values, needs and mission of your institution apart from national averages, “competitive” research, grids, matrices and surveys.

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.