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INDIVIDUAL FINANCIAL COUNSELING

for entrepreneurs, executives and other professionals

We deliver peace of mind through integrated financial planning

Our financial advisors provide coordination and continuity for you and your family.

Is financial counseling right for you?

At any time, financial counseling helps coordinate your financial life across varying levels of wealth and financial complexity. This may be valuable when:

  • Preparing for a liquidity event
  • Changing jobs or careers
  • Transitioning toward retirement
  • Creating an inheritance plan for future generations

GETTING STARTED IS SIMPLE.

A single point of contact to manage your financial life

CENTRALIZE RESOURCES

We serve as a single point of accountability across existing providers to coordinate all aspects of your financial life.

SAVE TIME

Spend time focusing on the things that matter most, knowing your dedicated Ayco advisor is managing your financial life.

MANAGE RISK

With increasing financial complexity comes additional risk. We’ll mitigate your exposure across various elements.

We’ll coordinate across multiple financial planning areas

CASH-FLOW STRATEGY
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Spend and save in alignment with your personal goals and liquidity needs.

RETIREMENT PLANNING
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Forecast your spending and wealth accumulation through sophisticated modeling.

TAX PLANNING & PREPARATION
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Proactively plan with tax-saving strategies and receive tax return preparation.

INVESTING
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Strategically construct your portfolio, integrating appropriate investments.

INSURANCE
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Navigate risk to protect and plan for the transfer of your wealth.

ESTATE PLANNING
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Thoughtfully plan your legacy with wealth transfer considerations.

BENEFITS & COMPENSATION
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Make effective use of benefits and compensation, including incentives, equity and retirement plans.

LIFE EVENTS
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Plan for life events such as growing your family, combining your finances or selling your business.


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.


WORLD-CLASS FINANCIAL COUNSELING WITHOUT THE MINIMUMS.

Start working with an Ayco advisor today.