The Company

Financial Planning Services Benefits You:  The Company

• Provides a tool for executives to achieve financial security and peace of mind.

• Provides added protection for executives in the form of education guarding against costly personal financial errors and omissions.

• Increases the productivity of executives as they are more able to focus on Company operations rather than personal financial matters.

• Promotes the value of corporate benefit programs by ensuring that executives understand, appreciate, and maximize Company benefits and compensation plans available to them.

• Demonstrates the Company’s value of the executive and a concern for the executive’s personal, financial well being.

• Increases executive retention by clarifying the true value of benefits and compensation offered to the executive by the Company.

• Fees associated with employer-paid financial planning services as a benefit to employees are tax deductible to the employer and non-taxable to the employee.

• Financial planning services are accessible to all employees; fees for financial planning services may be amortized and payroll-deducted.