Why should a firm provide Executive Financial Planning to its executives ?
Executives are very busy people and are rewarded for channeling their time and energy to the Corporation’s success. From experience, we find that many of these key people have not looked after their own planning needs. Many have not even executed an effective estate plan. Some have their investable assets in various funds or money managers without proper oversight. By adding such a benefit, you allow the executive to rest assured that his or her financial planning needs are being monitored and that at least quarterly, these issues will be reviewed.This adds piece of mind which correlates to a more productive employee and is seen as an effective retention tool.
