Financial counseling to Senior Executives

Senior executives are a distinct group. They have healthy levels of compensation and benefits, are bright, make decisions quickly and have administrative resources to assist them in managing their affairs. They are also very busy and often have hectic travel schedules which makes it harder for them to address financial planning priorities & concerns.

In order to meet the needs of senior executives we tailor our executive counseling service to provide:

• senior financial planning advisors with experience dealing with senior executives and strong expertise in pensions, corporate benefits, tax, investment and estate planning;
• advisors who are willing to be proactive in identifying opportunities tailored to the executives' situation;
• advisors that will take joint responsibility with the executive to ensure that recommendations are executed successfully and that they are moving effectively towards their financial goals; and
• advisors who will individually assess their needs and tailor a planning service and agenda to suit their situation and schedules.

We have, over the years, provided different scopes of executive counseling services ranging from tax return preparation services to topical or modular financial counseling to our comprehensive service.

We have found that in terms of providing executives with support to help them optimize their compensation and benefits as well as peace of mind that they are on top of their personal finances so that they can focus on their corporate responsibilities, by far the greatest value we can provide for the corporation's dollars is to provide a comprehensive financial counseling service.

Comprehensive Service