These are challenging times for executives worried about their personal financial situations. The volatility of the economy, the stock market and interest rates has left many executives uncertain about their financial futures. The constant demand of their time means their personal financial affairs can suffer from unintentional neglect.
Our experience shows that developing customized advisory programs for key employees can be a much-appreciated benefit and go a long way toward helping employees gain confidence in their financial future and the future of their company.
Whether you’re a Fortune 500 company or a small not-for profit organization, we can help your key people appreciate and make the most of the benefits you offer. This can be a great value for any company and a great complement to any employer-sponsored retirement or benefit plans. We can provide you with a turnkey financial planning program based upon the needs of your company and your key employees, which may include:
- FINANCIAL NEEDS ANALYSIS
- FINANCIAL PLAN DEVELOPMENT
- PERIODIC FINANCIAL PLAN REVIEWS
- INFORMATION REGARDING SUBJECTS SUCH AS COLLEGE FUNDING, RETIREMENT PLANNING, ASSET ALLOCATION AND LONG TERM CARE PLANNING
- CUSTOMIZED SEMINARS, PLUS COMPLIMENTARY FINANCIAL CONSULTATION FOR PARTICIPANTS
- 24/7 ACCESS TO FINANCIAL INFORMATION AND RESEARCH