Corporate executives face increasing demands on their time and attention, leaving them with neglected and disorganized employer-provided benefits, options, and compensation packages. Overwhelmed, confused, and frustrated, these highly-compensated and highly-capable employees often reach a sobering conclusion:
A high income does not necessarily equate to financial security.
Leveraging our expertise, experience, and the latest technology, we’ve created a supplemental benefit for your executive team. Finally, you can help your busiest and most critical team members bring their finances and benefits together in a format they can access anytime from anywhere. Most importantly, they’ll be able to work closely with an expert who understands how their compensation package will impact their personal financial strategy.
“Retaining key employees who are both physically and financially fit means lower costs, lower turnover and better production for your company over the long-term. Our program allows busy executives to monitor and better understand their financial health so they can avoid costly mistakes.”
David Dwyer, CFP®
Financial Advisor/Principal
Many executives engage with an insurance agent or securities broker, but fewer have access to a CERTIFIED FINANCIAL PLANNER™. We bring integration, communication, and customization to their financial planning. We do it through customized, unbiased advice from a CERTIFIED FINANCIAL PLANNER™ related to:
- Estate planning
- Risk management: Survivorship, disability, and long term care
- Asset allocation and investment planning
- Retirement planning/qualified plan contributions/distributions
- Decision making related to large purchases and debt management
- Employer benefits selection
- Tracking progress toward individual financial goals
- Social Security claiming strategies
Participants can expect to receive:
- Regular, pre-scheduled one-on-one meetings
- Coordination between CPAs, attorneys and other professionals
- Access to cutting-edge technology such as cloud storage for important documents and budget-tracking tools with online integration to track all assets in real time while integrating planning projections
