Secure Executive Planning

Secure Executive Planning-

* Corporate or Individually Discounted Fee Based Platform

* Is a service designed specifically for the busy executive or upper level  

   management employee in mind.  This includes company sponsored & paid

   personalized financial planning.

* Each executive will have access to their own personal secured web-site that will

   update all of their personal financial information on a daily basis.  As long as

   their account has online access, no matter where it is at, the information can

   be pulled daily to show how all of these financial instruments work together

   inside of their overall financial plan. 

* Is a personalized financial counseling approach designed for the executive with

   complex financial concerns needing on-going personal advice.  Our SEP Consultants

   take on the role of their personal CFO of their own financial lives.  It is designed

   to save them time & money. 

* This platform is an additional value added benefit allowing these key people to

   focus on their job at hand.  The SEP Consultant does all of the work:

            a. schedule meetings

            b. set agendas

            c. research solutions

            d. coordinate timelines to implement recommendations 

            e. reviews plan on a regular basis to make sure that it is still meeting the

               executives current & future financial concerns.

* Is an additional benefit to increase executive morale, retention, increases the

   perception of their value in the organization, education, &

   coordination to their company's existing unique benefit plans.  This platform

   is a additional means to assist in the Company's overall fiduciary responsibilities

   to their employee population.

 * Has assisted in increasing the awareness of the benefits being offered in the

    retirement plan which in turn has increased their overall participation in these

    plans.

Implementation and Deliverable-

The implementation is done many different ways depending on the demographic of the group:

            1. Dedicated Licensed SEP Consultants to provide Individual One on One

         Sessions

            2. Webinars

            3. Group Quarterly Workshops

The Deliverable is a Comprehensive Financial Profile focused on one or all the following client's needs:

       a. Cash Flow Analysis

       b. Asset Allocation

       c. Investment Planning

       d. Education Planning

       e. Survivor Planning

       f. Disability Planning

       g. Retirement/Employment Transition Planning

       h. Personal Risk Management (homeowner's, liability, auto, & asset

                protection)

       i. Long Term Care Planning

       j. Tax Planning

       k. Estate & Gift Planning (analysis of wills, trusts, gifts, & charitable bequests)

*Fees are based on participation numbers in the program.  Ranges are between $1,000-$3,000 depending on the offering.