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 on a fee basis.

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.

Fees for these services are based on the time spent and the complexity of each individual's situation.