Exec Perks

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Executive Perks

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Exec Perks

  1. 1. Executive Perks Program
  2. 2. Executive Perks Program <ul><li>Busy executives deserve an integrated </li></ul><ul><li>benefit program that takes the worry out of </li></ul><ul><li>achieving personal financial security </li></ul>
  3. 3. Executive Perks Program <ul><li>The plight of today’s business executives: </li></ul><ul><li>Operate in an increasingly uncertain economic environment </li></ul><ul><li>Competitors are working to capture market share from you </li></ul><ul><li>Constant demand for time means personal affairs may be neglected </li></ul><ul><li>Majority of business owners and executives do not meet their personal financial goals </li></ul>
  4. 4. Executive Perks Program <ul><li>An integrated financial advisory service offered by smart companies that want to free their executives from the worry of their personal financial futures </li></ul>
  5. 5. Executive Perks Program <ul><li>Modeled after programs offered to executives by Fortune 100 companies </li></ul><ul><li>An effective way to make personalized financial planning and implementation available to today’s busy executive </li></ul>
  6. 6. Executive Perks Program <ul><li>Benefits to the company: </li></ul><ul><li>Helps recruit the best executives for key positions </li></ul><ul><li>Allows executives to focus on company business objectives </li></ul><ul><li>Executive appreciates the full value of the company’s benefit program which strengthens relationships, increases loyalty and aids in retention </li></ul>
  7. 7. Executive Perks Program <ul><li>Additional benefits to the company: </li></ul><ul><li>Confidential relationship between the executive and the advisor helps to eliminate company liability </li></ul><ul><li>Financial advice to executives is sensitive to the company’s corporate reporting responsibilities </li></ul><ul><li>Customizes services to fit the needs of executives and/or company cafeteria plan </li></ul>
  8. 8. Executive Perks Program <ul><li>Still more benefits to the company: </li></ul><ul><li>Is fixed fee based, reflecting our commitment to a long term relationship </li></ul><ul><li>Maximizes the value of the plan by offering timely implementation </li></ul><ul><li>Frees up time in Human Resources and provides valuable feedback on benefit plans </li></ul>
  9. 9. Executive Perks Program <ul><li>Benefits to the Executive: </li></ul><ul><li>Work with an interdisciplinary team led by an experienced, credentialed senior financial advisor </li></ul><ul><li>Proprietary planning process that considers financial and non-financial goals to create a detailed personalized plan </li></ul><ul><li>Independent, confidential advice on all financial matters </li></ul>
  10. 10. Executive Perks Program <ul><li>Additional benefits to the Executive: </li></ul><ul><li>Extensive help with prioritizing and implementing actions that will improve long term financial success </li></ul><ul><li>Experience greater peace of mind as well as provide assurance to his/her spouse </li></ul><ul><li>Option of adding tax preparation and investment management </li></ul>
  11. 11. How It Works <ul><li>Executive Perks has three levels: I, II and III </li></ul><ul><li>Meets the needs of companies of all sizes </li></ul><ul><li>Flexibility allows choice of different levels of the program for mid-level or senior executives </li></ul><ul><li>Modify any of the levels to create a unique benefit program </li></ul><ul><li>Executives can add specific services, billed to them personally </li></ul>
  12. 12. Executive Perks I <ul><li>Meets basic financial planning needs of every executive within the budget of all companies </li></ul><ul><li>Our team will: </li></ul><ul><ul><li>Conduct a data and goal clarification interview </li></ul></ul><ul><ul><li>Determine investment profile </li></ul></ul><ul><ul><li>Develop retirement planning projections </li></ul></ul>
  13. 13. Executive Perks I <ul><li>Additional services we will provide: </li></ul><ul><li>Make education funding projections </li></ul><ul><li>Provide an analysis of insurance needs </li></ul><ul><li>Perform basic estate review </li></ul><ul><li>Present financial planning recommendations </li></ul><ul><li>Conduct annual review and update </li></ul><ul><li>Optional: choose additional services from Executive Perks II or III </li></ul>
  14. 14. Executive Perks II <ul><li>Offers enhanced financial advisory services and includes all of the services provided in Level I, plus: </li></ul><ul><li>Detailed analysis investment report </li></ul><ul><li>Tax return review and recommendations </li></ul><ul><li>Estate projections and recommendations </li></ul><ul><li>Detailed presentation with spouse </li></ul>
  15. 15. Executive Perks II <ul><li>Additional Executive Perks II services: </li></ul><ul><li>Quarterly reviews and updates </li></ul><ul><li>Optional: choose additional services from Executive Perks III </li></ul>
  16. 16. Executive Perks III <ul><li>Provides the ultimate in integrated financial advisory services and includes all of the services offered in Levels I and II, plus: </li></ul><ul><li>Stock option exercise strategies </li></ul><ul><li>Tax return preparation and planning </li></ul><ul><li>Investment implementation and monitoring </li></ul><ul><li>Develop asset protection strategies </li></ul><ul><li>Unlimited teleconferencing with senior advisor </li></ul>
  17. 17. Why Choose Weaver and Tidwell <ul><li>The firm </li></ul><ul><li>Our leadership </li></ul><ul><li>Our accounting firm affiliate </li></ul><ul><li>Our professional partners </li></ul>
  18. 18. The Firm <ul><li>Weaver and Tidwell Financial Advisors, Ltd. </li></ul><ul><ul><li>Named by Bloomberg Wealth Manager magazine as a “Top Wealth Manager” </li></ul></ul><ul><ul><li>The only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm </li></ul></ul><ul><ul><li>Combined 150 years dealing with executives </li></ul></ul><ul><ul><li>Team of credentialed financial advisors </li></ul></ul>
  19. 19. Our Leadership <ul><li>David C. Sego, CFP ® , PFS </li></ul><ul><li>Managing Director </li></ul><ul><li>Twenty years of public accounting experience </li></ul><ul><li>Practice concentration in tax, business, and financial consulting for individuals and businesses </li></ul><ul><li>Certified Financial Planner; PFS (AICPA) </li></ul>
  20. 20. Our Leadership <ul><li>Alan Goldfarb, CFP ® ,AIF ® </li></ul><ul><li>Chief Financial Strategist </li></ul><ul><li>A leader in the financial counseling industry since the early 1970's </li></ul><ul><li>Top 100 financial advisors in the U.S. ( Worth magazine) </li></ul><ul><li>Accredited Investment Fiduciary (AIF) designation (Center for Fiduciary Studies) </li></ul><ul><li>Admitted to Paladin Registry with a five-star rating, the highest awarded by the service </li></ul>
  21. 21. Our Leadership <ul><li>Rick Petty, CFP ® , CRPC </li></ul><ul><li>Senior Financial Advisor </li></ul><ul><li>Over 15 years of financial planning experience </li></ul><ul><li>MBA, Financial Planning Services (University of Dallas) </li></ul><ul><li>Certified Financial Planner; CFP ® , (College of Financial Planning) </li></ul>
  22. 22. Our Leadership <ul><li>Mike Benedict, CFP ® </li></ul><ul><li>Senior Financial Advisor </li></ul><ul><li>Over 15 years experience providing financial services </li></ul><ul><li>MBA, Financial Planning Services (University of Dallas) </li></ul><ul><li>Certified Financial Planner; CFP ® , (College of Financial Planning) </li></ul><ul><li>Named by &quot;D&quot; magazine as one of the top financial advisors in the Dallas/Fort Worth Metroplex </li></ul><ul><li>Member, Financial Planning Association </li></ul>
  23. 23. Affiliations <ul><li>Weaver and Tidwell, L.L.P.: </li></ul><ul><li>Ranked as a “Top 100 Largest Public Accounting Firm” by Public Accounting Report </li></ul><ul><li>Southwest’s largest independent regional accounting firm as ranked by Practical Accountant Magazine </li></ul><ul><li>Resources include: </li></ul><ul><ul><li>Estate planning </li></ul></ul><ul><ul><li>Retirement plan design and administration </li></ul></ul><ul><ul><li>Tax planning and return preparation </li></ul></ul>
  24. 24. Our Partners <ul><li>Professional relationships with: </li></ul><ul><ul><li>Credit Suisse First Boston </li></ul></ul><ul><ul><li>Frank Russell </li></ul></ul><ul><ul><li>Charles Schwab </li></ul></ul><ul><ul><li>Morningstar </li></ul></ul><ul><ul><li>Raymond James Financial Services </li></ul></ul><ul><ul><li>TD Waterhouse </li></ul></ul><ul><ul><li>Thompson Financial </li></ul></ul>
  25. 25. Next Steps <ul><li>We will answer any questions you may have today, and work with your designee to address issues and concerns </li></ul><ul><li>We will prepare a no-obligation proposal that is tailored to your needs </li></ul>
  26. 26. Our Mission <ul><li>To help our clients become and remain financially independent so they can spend their lives doing what they enjoy most </li></ul>

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