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