We are one of the nation's leading providers of comprehensive financial counseling for executives, employees and entrepreneurs.
Who we support
At any level of your career, you:
- Are engaged in all aspects of your life
- Are a steward of financial security for you and those you love
- Value and appreciate quality
- Strive for lifelong goal of financial wellness
We add value
Increased employee focus & satisfaction
Trusted Advisor & Financial Wellness
Management relationship tool designed to focus, engage and align each employee with the company through integrated financial planning.
- Reduces employee's time spent on personal finances and allows them to focus on their work responsibilities
- Helps maximize compensation and benefit plans
- Enhances loyalty and retention
- Facilitates compliance and adherence to company policies and procedures
Relationship-driven, holistic financial planning through education and guided implementation.
- Practical application of knowledge through guided implementation
- Ongoing education
- Assistance in maximizing compensation and benefit plans
Areas of focus
- Cash-Flow Planning
- Tax Preparation*
- Retirement Planning
- Tax-Planning Strategies
- Investment Planning
- Risk Management
- Estate Planning
* Not all Financial Counseling offerings permit tax preparation.
Omni-channel platform with individual choice of access:
One-on-One Financial Counseling
In-Person Seminars and Webinars
Digital Tools Combined with Education
Digital Tools Which Can Provide:
- Customized Reporting
- Data Aggregation
- Counselor Access
- Your Customized Solution
There's a difference between ordinary financial planning and Ayco Financial Planning.
Simply put, we're built for this.
Breadth of Technical Knowledge
Depth of Resources