Exec Perks
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The document describes an Executive Perks Program that provides integrated financial benefits and advisory services to executives. It aims to free executives from worries about their personal financial futures so they can focus on business objectives. The program offers three levels of services for planning, investment management, tax preparation, and more. Companies benefit from happier, more loyal executives while executives gain peace of mind and assurance from professional financial guidance.
Exec Perks
- 2. Executive Perks Program Busy executives deserve an integrated benefit program that takes the worry out of achieving personal financial security
- 3. Executive Perks Program The plight of today’s business executives: Operate in an increasingly uncertain economic environment Competitors are working to capture market share from you Constant demand for time means personal affairs may be neglected Majority of business owners and executives do not meet their personal financial goals
- 4. Executive Perks Program An integrated financial advisory service offered by smart companies that want to free their executives from the worry of their personal financial futures
- 5. Executive Perks Program Modeled after programs offered to executives by Fortune 100 companies An effective way to make personalized financial planning and implementation available to today’s busy executive
- 6. Executive Perks Program Benefits to the company: Helps recruit the best executives for key positions Allows executives to focus on company business objectives Executive appreciates the full value of the company’s benefit program which strengthens relationships, increases loyalty and aids in retention
- 7. Executive Perks Program Additional benefits to the company: Confidential relationship between the executive and the advisor helps to eliminate company liability Financial advice to executives is sensitive to the company’s corporate reporting responsibilities Customizes services to fit the needs of executives and/or company cafeteria plan
- 8. Executive Perks Program Still more benefits to the company: Is fixed fee based, reflecting our commitment to a long term relationship Maximizes the value of the plan by offering timely implementation Frees up time in Human Resources and provides valuable feedback on benefit plans
- 9. Executive Perks Program Benefits to the Executive: Work with an interdisciplinary team led by an experienced, credentialed senior financial advisor Proprietary planning process that considers financial and non-financial goals to create a detailed personalized plan Independent, confidential advice on all financial matters
- 10. Executive Perks Program Additional benefits to the Executive: Extensive help with prioritizing and implementing actions that will improve long term financial success Experience greater peace of mind as well as provide assurance to his/her spouse Option of adding tax preparation and investment management
- 11. How It Works Executive Perks has three levels: I, II and III Meets the needs of companies of all sizes Flexibility allows choice of different levels of the program for mid-level or senior executives Modify any of the levels to create a unique benefit program Executives can add specific services, billed to them personally
- 12. Executive Perks I Meets basic financial planning needs of every executive within the budget of all companies Our team will: Conduct a data and goal clarification interview Determine investment profile Develop retirement planning projections
- 13. Executive Perks I Additional services we will provide: Make education funding projections Provide an analysis of insurance needs Perform basic estate review Present financial planning recommendations Conduct annual review and update Optional: choose additional services from Executive Perks II or III
- 14. Executive Perks II Offers enhanced financial advisory services and includes all of the services provided in Level I, plus: Detailed analysis investment report Tax return review and recommendations Estate projections and recommendations Detailed presentation with spouse
- 15. Executive Perks II Additional Executive Perks II services: Quarterly reviews and updates Optional: choose additional services from Executive Perks III
- 16. Executive Perks III Provides the ultimate in integrated financial advisory services and includes all of the services offered in Levels I and II, plus: Stock option exercise strategies Tax return preparation and planning Investment implementation and monitoring Develop asset protection strategies Unlimited teleconferencing with senior advisor
- 17. Why Choose Weaver and Tidwell The firm Our leadership Our accounting firm affiliate Our professional partners
- 18. The Firm Weaver and Tidwell Financial Advisors, Ltd. Named by Bloomberg Wealth Manager magazine as a “Top Wealth Manager” The only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm Combined 150 years dealing with executives Team of credentialed financial advisors
- 19. Our Leadership David C. Sego, CFP ® , PFS Managing Director Twenty years of public accounting experience Practice concentration in tax, business, and financial consulting for individuals and businesses Certified Financial Planner; PFS (AICPA)
- 20. Our Leadership Alan Goldfarb, CFP ® ,AIF ® Chief Financial Strategist A leader in the financial counseling industry since the early 1970's Top 100 financial advisors in the U.S. ( Worth magazine) Accredited Investment Fiduciary (AIF) designation (Center for Fiduciary Studies) Admitted to Paladin Registry with a five-star rating, the highest awarded by the service
- 21. Our Leadership Rick Petty, CFP ® , CRPC Senior Financial Advisor Over 15 years of financial planning experience MBA, Financial Planning Services (University of Dallas) Certified Financial Planner; CFP ® , (College of Financial Planning)
- 22. Our Leadership Mike Benedict, CFP ® Senior Financial Advisor Over 15 years experience providing financial services MBA, Financial Planning Services (University of Dallas) Certified Financial Planner; CFP ® , (College of Financial Planning) Named by "D" magazine as one of the top financial advisors in the Dallas/Fort Worth Metroplex Member, Financial Planning Association
- 23. Affiliations Weaver and Tidwell, L.L.P.: Ranked as a “Top 100 Largest Public Accounting Firm” by Public Accounting Report Southwest’s largest independent regional accounting firm as ranked by Practical Accountant Magazine Resources include: Estate planning Retirement plan design and administration Tax planning and return preparation
- 24. Our Partners Professional relationships with: Credit Suisse First Boston Frank Russell Charles Schwab Morningstar Raymond James Financial Services TD Waterhouse Thompson Financial
- 25. Next Steps We will answer any questions you may have today, and work with your designee to address issues and concerns We will prepare a no-obligation proposal that is tailored to your needs
- 26. Our Mission To help our clients become and remain financially independent so they can spend their lives doing what they enjoy most