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Senior executives are in a unique position of having their primary income source
(compensation) and a significant portion of their assets that will be used for
retirement dependent upon the financial condition of their employer. After
establishing goals and priorities, a QRS advisor will work with an executive to
integrate compensation, benefits, and wealth building plans into an actionable
plan to achieve those goals.
The executive will be guided by a professional advisor with a customized plan to
assist with the task of coordinating the following so that the executive can be
confident in his or her financial future.
(compensation) and a significant portion of their assets that will be used for
retirement dependent upon the financial condition of their employer. After
establishing goals and priorities, a QRS advisor will work with an executive to
integrate compensation, benefits, and wealth building plans into an actionable
plan to achieve those goals.
The executive will be guided by a professional advisor with a customized plan to
assist with the task of coordinating the following so that the executive can be
confident in his or her financial future.
| Value & Benefits for the Executive |
| Value & Benefits for the Employer |
Executive Financial Counseling & Planning Services
An organization providing it's leadership team with executive financial
counseling and planning benefit from QRS can realize tremendous benefits
from knowing that their executives will:
counseling and planning benefit from QRS can realize tremendous benefits
from knowing that their executives will:
 | Tax Planning Strategies | |
| Financial Planning & Consultation | |
| Compensation & Benefit Analysis | |
| Risk Management (Insurance) Evaluation | |
1. appreciate the employer showing concern for their financial well-being.
2. make well-informed decisions on personal financial matters based on
the high-quality advice that is being provided.
3. save time and energy and can now direct that energy that had previously
been devoted to personal financial issues towards their career.
4. be on a path to achieving their financial goals, and therefore be more
motivated and productive with their job responsibilities.
Let QRS show you how this service can be worth $5,000 to $50,000 or
more per executive in your organization. You will see real numbers that
illustrate the value proposition of QRS executive financial services.
2. make well-informed decisions on personal financial matters based on
the high-quality advice that is being provided.
3. save time and energy and can now direct that energy that had previously
been devoted to personal financial issues towards their career.
4. be on a path to achieving their financial goals, and therefore be more
motivated and productive with their job responsibilities.
Let QRS show you how this service can be worth $5,000 to $50,000 or
more per executive in your organization. You will see real numbers that
illustrate the value proposition of QRS executive financial services.
© 2008 QRS Wealth Management LLC. All rights reserved. Disclosure Information
| Estate Planning | |
| Planning For Retirement | |
| Educational Planning | |
| Charitable Giving | |
This is a benefit that truly benefits both the executive and employer.
Quality Advice Results in Your Financial Success
