We work with human resource professionals at several of the largest US companies in implementing financial planning programs designed to help company executives take the actions necessary to achieve their long-term financial security.
For executives, high compensation, incentives, and lucrative benefits make financial affairs demanding as well as complex. By implementing a personal financial services program with PricewaterhouseCoopers, each executive can get the help they need from an experienced financial consultant.
Working one-on-one with corporate executives as they deal with stock options, benefit elections, insurance needs, and other personal financial issues is the commitment of our executive financial planning professionals. Our program covers a range of financial issues, such as:
- Investment planning
- Retirement planning
- Wealth transfer planning
- Insurance planning
- Stock option planning
- Income tax planning and compliance
- Asset, cash-flow and debt management
- Education funding
