Executive Financial Counseling Insights

Paul D’Elia

Partner

Executive Financial Counseling

Why Financial Planning Belongs as a Workplace Perk

July 28, 2022   -   Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.

Daniel Park, Doug Bonaquist and Nicole Joko

Executive Financial Counseling

Executive Financial Counseling: Planning to Protect Your Life’s Work

An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

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James Izard II

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.