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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Personal Financial Planning For Senior Executives
Many senior executives are so busy that they do not have or make the time to engage an advisor or an advisory team to design a financial plan for them. Since these executives are critical to the success of a firm, the business' owners can provide a "tax-free" executive benefit to these selected executives in the form of a comprehensive financial plan. Using our proprietary "Wealth Control System", the executive can AIM (Audit, Integrate, and Manage) their assets based on their vision, values, and goals as well as freeing up their personal time, and helps bring them closer to financial independence and personal peace of mind.
This helps attract, reward, and retain senior management. Read Case Study 7: Midsized Company Benefits Bonus Program to see how one company implemented a new plan, and how it helped an executive in our Case Study 3: New Key Manager at Company.
Learn more about our Tailored Services, or for more information, contact us online or call us at 781-263-4568.
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