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.