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.

Compensation and Benefits Case Studies for Non-profit Institutions and Independent Schools

Addressing retention issues through compensation philosophy

Issue: A major foundation board wanted to assess morale of its seven-person staff, develop focused compensation suggestions responsive to individual needs and determine competitive industry salary, perquisite and retirement packages. More.

Bridging individual and organization needs through compensation

Issue: One of the oldest cancer outreach and support centers in North America wanted their first comprehensive compensation review of all staff to include the executive director. There was conjecture as to the individual’s thoughts and ideas, but no comprehensive review for issues like how long may I work? When will I be asked to retire? Who is the next generation of leadership? More.

Providing a structure process to evaluate consortium health care

Issue: A large state educational organization on behalf of 39 members wanted a structured process for selecting a regional medical insurance brokerage firm. The firm would represent the consortium in negotiations with major national medical insurance companies and select a carrier with a multi-year guaranteed tier of rates for the several thousand employees in the member base. More.

Identifying under compensation issues before key staff leaves

Issue: A prominent K-12 independent day school retained Calfee Financial to develop a compensation package for a head of school critical to the institution’s success. With board approval, the management team agreed to develop comprehensive compensation program to retain the head for years to come. More.

Rewarding a public military academy's valued founder and leader

Issue: A public school military academy retained Calfee Financial to develop a compensation package for the founder and head of school. The board wanted Calfee Financial to provide out of the box thinking and establish a rationale for compensation that would correlate to mainstream public school pay, while providing an incentive for performance. The board, clear in its admiration for the founder, also wanted to provide a top tier retirement package within the confines of IRS regulations. More.

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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.