Corporate Executive Services and Planning

You have provided for your family by being uniquely good at what you do in business. You have achieved a greater standing in life than most. Our planning process helps you to carry this success forward by giving your financial planning the same level of focus and attention you give to your job.

We help executives avoid making costly, knee-jerk decisions based on looming deadlines. Instead, we will stay one step ahead of the requirements on your behalf and bring the choices to your attention with plenty of time to consider them wisely.

Heritage Financial Consultants Will:
  • Assist you in developing a complete view of your financial situation, identifying areas in need of solutions.
  • Utilize our financial planning process to help you focus on your family and work, while we focus on details such as asset management as well as estate, tax and risk management planning.
  • Review your corporate and executive benefits including stock options, SARs, restricted stock and non-qualified deferred comp plans.
  • Proactively review wealth creation opportunities.
  • Coordinate all your advisors to evaluate your needs and ensure each aspect of your planning has the desired impact, allowing you to make a more informed decision.
  • Implement our cross-disciplinary process to allow you to outsource the analysis while permitting you to retain control of the decision-making process.
  • Assist you in implementing and maintaining your financial plan.

As an executive you know the execution of the plan is as important as the plan itself.

Corporate Executive Benefit Planning

Heritage Financial Consultants’ executive benefit team assists our clients with the design, funding and implementation of executive benefit plans that enable our clients to attain their wealth accumulation and retirement goals.

Executive Services We Offer :
  • Executive Compensation and Benefit Strategy
  • Equity Incentive Plans
  • Non Qualified Deferred Compensation Plans (NQDC)
  • Supplemental Executive Retirement Plans (SERPS)
  • Supplemental Long Term Disability Plans
  • Executive Long Term Care Plans
  • Executive Financial Planning
  • Executive and Key Person Life Insurance