Our team works with medium to large corporations on all aspects of financial planning services.
Some of these services are:
Executive Financial Planning Services
As an executive benefit, many corporations retain our team of professionals to act as personal financial advisors to the executive staff.
Most corporations feel that executives have plenty of other concerns besides their tax and financial issues. We evaluate and provide on-going consultation on every aspect of their tax situation, estate, retirement and investment portfolio.
We also assist companies to implement executive compensation structures such as individual pension plans, retirement compensation arrangements and other tax deferral tools.
Retirement Consultation Services
Retirement is one of the most stressful times in an employee's life. The effects of ceasing to bring home an income after many years of working always creates a certain amount of anxiety. At retirement, people are faced with many options, have many questions and often don't know where to turn for assistance.
Our team will not only conduct a series of workshops for employees to address their questions, but will also spend time with each employee at retirement to help evaluate their situation and explain each available option.