Manage Your Business
Executive Financial Planning and Advisory Services
What: We provide advisory and financial planning services to individuals, executives and management groups of businesses and corporations.
How: We work with the company’s key decision makers to:
- Fully understand the company’s benefit plans, structure and goals of the program
- Provide consultative advice on how to utilize economies of scale to decrease cost and increase utilization of full benefits packages by executives.
Why: The number and complexity of benefits is often times confusing for executives and is frequently undervalued and underutilized.
Our Value Proposition:
- Helps executives and key employees integrate company benefits with personal objectives
- Helps executives and key employees fully understand how compensation and benefits work together
- Promotes a greater appreciation of the overall Total Rewards Program a company offers
Scope of Services Provided:
- Institutional quality investment management (stocks, bonds, alternatives)
- Personal and business planning
- Business succession planning (buy sell, key man, ESOP creation)
- Specialized retirement planning
- Education planning
- Estate planning
- Risk/Insurance planning (life, disability, long term care)