The Comprehensive Service
Since its inception 40 years ago, the Comprehensive Service has been the cornerstone of our financial counseling programs. Designed for senior executives – and other professionals – this program has helped thousands of clients achieve financial security.
The program's foundation is an intensive one-on-one relationship between the executive and the Ayco counselor. The Ayco counselor wants to understand and help the executive define personal philosophies and objectives. The counselor then works closely with the executive to review his or her financial situation and help integrate benefits and compensation with strategies for estate planning, investment planning, income-tax preparation and planning, risk management and long-term cash-flow/retirement planning.