IZALE Financial Group is now part of Risk Strategies Company or RSC! It will be business as usual with the same team and resources continuing to deliver value our clients deserve, but stronger and better. RSC is one of the nation’s largest insurance brokers with over $1b in annual revenue. Their “toolbox” is considerably bigger, allowing us to offer even more solutions for you. Ask us to learn more.
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IZALE Financial Group was launched in 2010 by its founder and CEO, Scott Richardson. It provides insurance-based executive compensation solutions, asset protection strategies and wealth liquidity programs for banks, credit unions, businesses and families. Our team of experts are specialists in a variety of products and associated advisory services including bank owned life insurance (BOLI), corporate owned life insurance (COLI), nonqualified deferred compensation plans, business continuation and estate planning.

“Scott has created a firm of experts with deep knowledge of corporate, banking and credit union insurance, as well as experience serving high-net-worth individuals,” said John Greenbaum, Executive Vice President, Risk Strategies. “Their expert approach and client-first culture is a great fit and we’re excited to welcome them to the Risk Strategies family.”

Since its inception, we have designed and implemented over 1,100 benefit plans for clients across more than 30 states and the District of Columbia. We also serve as co-investment advisor for some of our clients’ qualified plans.

“I was looking to partner with a national-scale firm that understood the power of deep expertise to drive client and business success,” said Richardson. “Risk Strategies stood out as a true specialist. They’ve built success across multiple practice areas on this approach and I’m confident our people and clients will benefit from our joining together.”

Our suite of services also include retirement income analysis and expertise in corresponding compensatory programs including Supplemental Executive Retirement Plans (SERP), Split-Dollar Loan (SDL) and Restricted Executive Benefits Arrangements (REBA).

Securities are offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC. Risk Strategies is not affiliated with LSF.

To learn more about Risk Strategies, please visit: www.risk-strategies.com.

I was looking to partner with a national-scale firm that understood the power of deep expertise to drive client and business success. Risk Strategies stood out as a true specialist. They’ve built success across multiple practice areas on this approach and I’m confident our people and clients will benefit from our joining together

Scott RichardsonCEO, IZALE Financial Group

IZALE founder and CEO, Scott Richardson has been delivering unsurpassed experience to clients for four decades, helping them execute optimal compensation packages. He delivers rich insight to clients by helping them structure compensation, nonqualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plans.

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