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Employer PFP Benefit Program

 

Many of our corporate clients are continually looking for "tax-wise" methods to use corporate dollars to provide benefits to key employees. The Mance Leahy Group is offering a new and objective financial planning service that you may want to offer to select employees.

This service is totally objective and is not designed to market financial products such as insurance or specific investments.

 

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Benefits

This service will assist those employees that you choose in the following areas:

bulletAssess their current financial status and identify problem areas.
bulletSuggest legal methods to reduce and defer taxes in accordance with their personal needs.
bulletObjectively review their existing life and disability insurance coverage.
bulletOffer specific steps over a 12-month period to achieve a more balanced coverage.

 

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Computer Financial Plan

We can provide your employees with a computer-generated assessment and action plan that is totally customized and written in an easily understood manner. The comprehensive report covers education funding, retirement planning, investment strategies, life and disability insurance, and estate planning.

Our employer sponsored program allows a volume discount price for your employees and a benefit deduction for you, the employer.

For example the employee discount pricing range is from $295 to $595 compared with normal financial plan costs ranging from $595 to $1,500.

 

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Last modified: December 17, 2010