Executive Financial Counseling
for Your Senior Leaders
An innovative approach for helping your executives maximize the value of your compensation and benefit plans
Do I Need a Financial Advisor?
81%
of executives would gain greater peace of mind if all financial counseling services were provided by one partner
50%
of C-suite executives don’t fully understand their compensation and benefits packages
54%
of executives say that financial challenges cause them the most stress
Impactful Advice. Simplified Administration.
You invest significant time and resources designing competitive compensation and benefits offerings. They’re arguably a talent retention necessity and executives’ largest source of financial stability and wealth creation. But many individuals lack the time or in-depth knowledge to fully integrate these offerings into their financial plans.
How can you help your executives appropriately and fully utilize their benefits and boost your ROI in the process? With Executive Financial Counseling.
Executive Financial Counseling provides your senior leaders with the personalized advice they need plus a more efficient way to manage their financial lives—giving them more time to focus on your organization’s long-term growth and profitability.
Efficiency
One dedicated contact who serves in the executive’s best interest and tailors goals to their unique financial situation.
Attain & Retain Talent
Helping executives fully utilize their benefit and compensation packages increases their appreciation of your organization.
Objectivity
We listen first before offering solutions. Our clients receive objective advice tailored to their specific financial goals and priorities.
Risk Mitigation
Our objective advice and extensive oversight help ensure compliance with tax laws and other regulations.
Expertise
We have broad and deep wealth planning, investment, and tax expertise.
Experience
Our senior advisors have extensive investment, law, tax, financial planning, and wealth management experience.
Data Driven Results
With their financial concerns addressed, executives can focus on their professional responsibilities.
Increased Capacity
We serve as a dedicated resource for your executives, enabling your HR and benefits teams to concentrate on their other priorities.
Dedicated Support. Personalized Financial Counseling.
Executives work one-on-one with a dedicated counselor who has extensive knowledge of executive compensation and the vital role it plays in an individual’s current and future financial landscape.
Together, they’ll create a customized, comprehensive wealth management plan that encompasses every aspect of the executive’s financial life:
Executive Financial Counseling
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Beneficiary Financial Counseling
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
Executive Financial Counseling for Individuals & Families
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Financial Wellness Coaching
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
