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Executive Team and Senior Management Personal Financial Planning

Includes all of the components of Fragasso’s client experience for financial planning and asset management.

$7,500 in first year* for data discovery, analysis and implementation of improvements, as well as quarterly meetings.

$2,500 annually* thereafter for continued guidance and coordination with semi-annual meetings.

  • Evaluation and incorporation of the company’s fringe benefit package into guidance for the individuals
  • Evaluation of company-provided and personally-owned life, LTC and P&C insurance policies, coordinated with personal financial planning
  • Stock option analysis and guidance for officers of publicly held companies
  • Executive compensation guidance, including deferred compensation
  • Concentrated stock position management
  • Investment portfolio and alternative investments evaluation
  • Introduction to and guidance in collateralized lending and mortgage financing
  • Retirement planning
  • Education funding
  • Introduction to local partners specializing in college scholarship and grant aid expertise
  • Coordination and guidance for all levels of estate planning
  • Cash flow management
  • Major capital investment evaluation
  • Private aviation evaluation
  • Charitable giving program coordination
  • Coordinate planning activity with other professional advisors, such as attorney, accountant and banker

Executive & Manager personal financial planning comprehensive workshop

Successful Money Management for Managers
Two, 2.5 hour sessions

$525 per attendee
Five person minimum.
Spouses can be included at no extra cost.

  • Customized presentation to incorporate the company’s fringe benefit package, where applicable
  • Detailed investment management to reflect the traditional, textbook oriented approach
  • Holistic financial planning and investment management evaluation provided to each attendee
  • Each attendee receives a financial data gathering form at the first session to be completed by the second session. Follow-up opportunity for a complete financial analysis meeting available if requested by individual attendees

General Workforce

Financial Education Seminars

Executive, manager and general work force financial education is a low cost and effective way to let employees know you care about their financial needs and future goals. Ultimately, your employees will become more comfortable with their financial arrangements, and, thus, more focused on your company’s objectives.

COURSES AVAILABLE

Successful Money Management
This course focuses on the accumulation of wealth through financial planning tools primarily available within the company’s fringe benefit program. Topics include: investment selection and monitoring, retirement education funding, insurance needs and more.

Can You Afford to Retire? – Financial Management in Career Transition
To ease the impact of work force downsizing, pre-retirees learn how to use basic financial principles and begin to strategically plan for their comprehensive retirement needs.

A Financial Workshop for Women – Taking Charge of Your Finances
Similar to the Successful Money Management course, but this presentation is designed for organizations and companies where this gender focus is desired.

COURSES FORMATS:

One session (1.5 hours) financial planning overview
Employees receive a complimentary evaluation of their finances by submitting a completed financial data gathering form.
$750 flat fee* (no charge for Fragasso retirement plan clients)

45 minute Lunch-and-Learn
Employees receive a complimentary evaluation of their finances by submitting a completed financial data gathering from.
$375 flat fee* (no charge for Fragasso retirement plan clients)