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)

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