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Executive Benefits

The Personal CFO and ongoing Fiduciary Service Model for all executive levels and varying “Executive-Level Counseling Benefits” based on seniority.

EVP/CFO/CEO—$5,000+ Annual Benefits with Tax-Gross-up offset.
SVP—$4,000 Annual Benefits with Tax-Gross-up offset.
VP—$3,000 Annual Benefits with Tax-Gross-up offset.

What our Executive Benefits provide for your company:

Build Good-Will and loyalty among employees;
Give your employees a sense of ownership by providing for their future with an opportunity to jump-start it with corporate assistance;
Expense write-off for the company;
Intelligence into maximizing employer sponsored benefits such as retirement plans and healthcare options;
Maximizing benefits is good for your company and good for employee morale.

What our Executive Benefits provide for your employees:

  • Grow and protect your employees’ assets;
  • Help them plan for retirement;
  • Plan for their educational expenses;
  • Ensure they are maximizing all of your employer sponsored benefits;
  • Assist in the purchase of big ticket items;
  • Plan for the worst to ensure they covered when the unfortunate occurs;
  • Assist with their monthly budgeting;
  • Ensure their families family will be provided for in the event of death or disability