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Related Information:

• The Comprehensive Service
• Unique Value of Ayco Counseling
• Value to the Company
• Value to the Executive
• Delivery Methods

Ayco Adds Value to Executives

• We help the executive define personal philosophies and objectives.
• Ayco serves as the "personal CFO" for the executive and his/her family; our services are multigenerational in approach.
• The executive receives comprehensive and integrated financial and tax advice that is personal and confidential from a thoroughly trained and credentialed counselor.
• Our counselors help the executive get things done by implementing his or her financial strategy including the full coordination and realization of company benefits.
• Our counselors proactively set the agenda, schedule regular meetings and assist in managing the executive’s financial affairs.
• Ayco Financial Counseling saves the executive valuable time in making important financial decisions.
• We suggest ways to save on estate planning, outside advisors and investment fees.
• The executive benefits from knowing that his or her family will have access to a professional financial counselor in the event of his or her death.