We are one of the nation's leading providers of comprehensive financial counseling for executives, employees and entrepreneurs.

Who we support

  • Person Icon

    C-Suite
    Executives

  • Person Icon

    Mid-Level
    Executives

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    All Employee
    Populations

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

  • To companies

    Increased employee focus & satisfaction

  • To clients

    Trusted Advisor & Financial Wellness

Company

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

Client

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

    One-on-One Financial Counseling

  • Phone Counseling

    Phone Counseling

  • n-Person Seminars and Webinars

    In-Person Seminars and Webinars

  • Digital Tools Combined with Education

    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

    Breadth of Technical Knowledge

  • Depth of resources

    Depth of Resources

  • Guided implementation

    Guided Implementation