Executive & Corporate Planning

Precision’s Executive and Corporate Planning Group is measurably the most successful division within the company.  Our level of commitment to our clients is indicative of the type of dedication you expect from your executive team.

Executive Planning

We work with your Human Resources team to understand each executive’s priorities, bonus programs and compensation packages. This strategy allows us to develop and implement a custom benefit program that is appropriate for your senior-level executives. Once we “come aboard” as your financial services firm, your executives will start to benefit from a wide array of services, such as:

• Stock and option planning
• Tax strategies
• Cash-flow management
• Retirement planning
• Risk management
• Debt structuring
• Education planning
• Wealth transfer
• Compensation planning

Fiduciary Consulting

Independent, qualified investment advice, portfolio choice review, and risk management are all components of a sound strategy. Our team acts as your resource to help plan, coordinate and monitor your exposure to fiduciary liability.

Employee Benefits

We assist organizations with employee benefits counseling, communication and education. Consider us an extension of your Human Resources Department, providing immediate support to you and your employees. Whether integrating existing plans, helping them become more confident investors, implementing changes or helping to oversee specific family affairs, we can help your employees plan for their financial future.

On a national basis, we serve corporations large and small, private and public. Regardless of the type of questions or investment needs, we treat every client like a business partner… and part of our family.

Non-Qualified Deferred Compensation

For the individual investor, navigating alone through the complex layers of deferred compensation can be overwhelming. At Precision Financial Services, we believe it’s our responsibility to thoroughly inform you of your options, and educate you on the ramifications of taxes or legal issues. Our in-depth knowledge and insight into government-regulated programs will help you manage your financial future.