Specialized Services for Executive Leadership

The packaging of valuable incentives and benefits can make the difference in your corporation's ability to hire and retain executive leadership. Hefren-Tillotson's Corporate Services division understands that executive retention can have a significant impact on your company. Our Executive Financial Counseling Services enhance your existing benefits program, providing your business with an advantage in the "war for talent."
 
Our services include:
  • Income Tax Preparation. Participating executives will have federal, state, and local personal income tax returns completed by certified public accountants (CPA), providing valuable tax-saving opportunities.
  • Personal Retirement Plan Review. Includes an annual analysis of the executive's retirement plan options, with security selection and asset allocation recommendations aligned with personal retirement goals.
  • Financial Planning with MASTERPLAN Process. Hefren-Tillotson's Corporate Services offers comprehensive financial planning services to corporate leadership. Executives receive confidential, fact-finding sessions resulting in a customized, MASTERPLAN, detailing recommendations for investments, retirement planning, estate planning, personal income tax strategies, college funding, and insurance, and follow-up contact to answer additional questions.
  • Investment Expertise from Hefren-Tillotson Advisors. Executives receive market analysis and investment strategy information in publications researched and developed by Hefren-Tillotson.
To learn more about our Executive Financial Counseling Services, contact us for a no-obligation consultation today.

 

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