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EXECUTIVE FINANCIAL COUNSELING

a company benefit for senior and emerging leaders

Simplify your life and focus on what matters most

SAVE TIME

Our advisors provide coordination across your financial life, helping you save time for work and family.

MAXIMIZE BENEFITS

We integrate your compensation and benefits into your overall financial plan, helping you make the most of your benefits.

MANAGE RISK

Complex financial lives may bring more risk. Our advisors will proactively manage and mitigate exposure to risk.

PEACE OF MIND IS MORE THAN AN EXPRESSION. IT'S OUR MISSION.

Integrated financial planning

Your advisor becomes a central resource for your financial life, providing proactive and in-depth planning, as well as seamless coordination across your existing professional relationships.

Benefits & Compensation

Make the most of your company benefits and compensation.

  • Guidance on distribution elections, stock options, restricted stock strategies and deferred compensation
  • Beneficiary designation planning
  • Incorporation of benefits into broader plan
Cash-Flow Strategy

Spend and save in alignment with your goals.

  • Long-term wealth accumulation strategies
  • Forecasting for liquidity needs
  • Guidance on mortgage financing and education funding
Retirement Planning

Forecast spending and asset sufficiency through retirement.

  • Sophisticated modeling of long-term cash-flow
  • Tax implication considerations
  • Benefits and compensation elections
Tax Planning & Preparation

Efficiently navigate your tax obligations.

  • Tax planning and income tax projections
  • Optional preparation of various types of tax returns*
  • Tax-saving strategies
  • Stock vesting tax implications and state withholding considerations
  • Charitable planning
Investing

Invest for the future.

  • Creation and regular review of asset allocations
  • Integration of equity and benefit plans with overall portfolio strategy
  • Assistance with implementation of investment strategies
  • Regular review and reporting of investment performance
Insurance

Protect your family, income and assets.

  • Evaluate sufficiency of coverage
  • Review specific policies, including life, property and casualty, excess liability, disability and long-term care
  • Consideration of income-protection strategies
Estate Planning

Ensure your affairs are in order.

  • Assistance with designing and implementing an estate plan
  • Recommendation of tax-effective wealth transfer strategies
  • Preparation of state-tax balance sheet and final expense forecast
  • Coordination of asset ownership

13K

U.S. executives rely on Ayco
as their trusted advisor1

 

170+

Ayco specialists dedicated to tax, benefits and compensation, and investing1

 

Your company realizes the value of providing financial counseling for senior leaders

Our services assist you and your family in building wealth, protecting your assets and making smart financial decisions.

 




Additional services

INVESTMENT MANAGEMENT

We offer a comprehensive range of investment solutions on multiple platforms that may include access to Goldman Sachs. Learn more.

TRUST ADVISORY

Trust planning and guided implementation to help protect your wealth for your family and future generations.


CHARITABLE GIVING

Advance your charitable goals in a tax-efficient way with access to a donor-advised fund.

INSURANCE & ANNUITIES

Design and implementation of wealth-protection and wealth-transfer strategies.


Fees may apply.


FOCUS ON THE THINGS THAT MATTER MOST & LET US TAKE CARE OF THE DETAILS.

Start working with an Ayco advisor today.

*Tax preparation services vary and are dependent on company program.

1As of May 2018.