Our Company
History
Willard Financial Group was founded in 1996 by Rick Willard. Over the years he has assembled a team of highly trained professionals who specialize in developing and implementing selective benefit plans to help companies retain and reward key employees.
Willard Financial Group, LLC is headquartered in the "Indian Orchard" section of Springfield, Mass. We work with companies nationwide and have clients in 26 states.
Who We Are
- Our Team: highly qualified professionals that navigate through the maze of regulations requiring expertise in tax law, funding vehicles and accounting practices enabling us to provide you with creative, effective planning in an increasingly complex tax and regulatory environment.
- Service: Our personalized employee enrollment approach, along with an effective and on-going employee communication package, act as a constant reminder of the incentive plan benefits provided by continuing employment with your company.
- We do the work: from case design to implementation, enrollment, creating specimen legal documents, providing and managing funding options, as well as completing administration and preparing reports
- Customization: our ability to customize a plan for an individual or group improves effectiveness; what’s meaningful to a 30 year old key employee with a family of four is very different from a 58 year old with retirement on the horizon.
- Experience: we have been perfecting these programs since 1996, successfully implementing hundreds of plans, for groups both large and small. We know how to design and deliver an effective and affordable incentive program tailored to fit your company needs.
- Longevity: Our team of professionals has nearly three decades of combined experience with these plans. We are experts in the field, providing your company with the knowledge, strategies, and techniques to retain and reward your talented employees.
- Our objective is to develop ongoing relationships with our clients so the planning always serves your best interest in the face of constantly changing legal, tax and personal circumstances.