With a track record of customer satisfaction over 20 years long, currently we have an average annual retention rate of over 90% for executives who participate in our corporate sponsored planning program after the initial year .
- We’re large enough to provide qualified counsel, yet small enough to provide the personalized attention and follow-up that can mean the difference between implemented plans and shelf ware.
- Our roots are in financial planning, and not accounting or law so our clients receive balanced advice representing the thinking of a broad range of disciplines.
- Within our mission of providing objective advice to your executives, we also view ourselves as an extension of the HR function to help your executives receive full value from, and full appreciation for the total rewards package of the corporate sponsor.
- Each plan is hand crafted by a team of Financial Planning Associates and Planners, and with input from a multi-discipline design team that includes professionals with extensive backgrounds and expertise: Certified Financial Planners; Certified Public Accountants; Chartered Life Underwriters; Attorneys; Masters of Business Administration; a Chartered Financial Consultant; and a Master of Administrative Science.
Our Goal: Exceptional levels of customer service and the consistent high quality that comes from a multidisciplinary approach.
For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email email@example.com