Integrated Wealth Planning
Competitive compensation and benefits are major factors when attracting and retaining top talent, especially at the executive level. Because compensation packages are generally a primary source of income and wealth creation, integrating Executive Wealth Coaching is extremely valuable to their financial plans. Our program is designed to help your executives fully understand and maximize their compensation benefits while improving your ROI.
Executive Wealth Coaching provides your senior leaders with the personalized advice they need, as well as a more efficient way of managing their financial lives – giving them more time to focus on company growth and profitability. It also enhances benefit offerings and adds a competitive advantage by helping to integrate, protect, and grow your executives’ wealth.
Executive Wealth Counseling includes:
Integrated Wealth Planning
Retirement Planning
Tax Optimization
Insurance Needs Assessment
Benefits and Equity-Based Compensation
Cash-Flow Analysis
Strategic Investment Review
Legacy and Estate Planning Review