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 for Your Institution’s Leaders

Get compensation and benefits for your organization right, and everyone—board, staff and executive director, president or head—works in concert to lead your institution and achieve its unique strategic vision.

Get it wrong? When leadership and staff are de-motivated and the board resentful, the consequences can be significant:

	Calfee Financial is retained by boards to assist in the development of  compensation, salary, benefit and incentive programs for presidents, executive directors or heads and institution staff. Our services address contract issues and financial planning for the organization leaders and staff, their families and the institution or school community at large.
	Download the Calfee Compensation brochure in Adobe Acrobat format. Compensation client case histories.

• Motivation for a positive culture and environment erodes.

• Fully-qualified and retainable individuals depart.

• Momentum for strategic initiatives—fundraising campaigns, endowment development and new construction—dissipates.

• There is a potentially lingering loss of focus, time and opportunity as day-to-day morale, and the institution, declines.

The solution? Fair compensation that bridges the interests of all parties.

Fairness is the Bridge

Initially, no organization head or board chair defines fair the same. Calfee Financial will assist your organization in bridging these positions to provide a win-win solution.

There is no “zero-sum” aspect to what we do. The goal is to arrive collegially at an agreement that satisfies all parties. This enables everyone to focus on carrying out the institution’s mission and vision.

Every Institution is Unique, Requiring Individualized Solutions

No two institutions, leaders or situations are the same. Your compensation and benefits philosophy should be tailored accordingly.

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.

Bring that framework to your institution with Calfee Financial. We provide the open and individualized methodology and process that enables your institution to build strategic and lasting compensation philosophies and programs.

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.