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Senior Level Financial Planning Program

(Unlimited time)

The Senior Level service is designed to provide on-going, pro-active complete and comprehensive financial planning. This program is designed for the individual who is looking for informed and objective financial advice but does not have the time required to properly implement and monitor the strategies that are developed. This level of service removes the time constraints that an individual faces when trying to balance personal and workplace responsibilities.

This level of service provides:

  • A complete financial review, insurance needs review and estate planning requirements.
  • Preparation of a comprehensive financial plan with a planning agenda focused on the stated objectives.
  • E.E.S. will stay pro-actively involved in the development, implementation and monitoring of the planning strategies.
  • Income tax preparation for the clients, spouse and dependent children.
  • Emphasis on strategies to enhance wealth through:
    • Reduced taxes
    • Increased investment returns
    • Discipline through savings strategies
  • Unlimited access to E.E.S. consultant, staff and resources.
  • Ongoing advice on new investment options and planning strategies.
  • On-going assistance during transitional periods affecting an individual's financial circumstances:
    • Change in compensation / employment
    • Obtaining / renewing a mortgage
    • Effective use of holding companies and trusts
  • Access to the unique E.E.S. Extra Economic Savings program.
  • Access to financial planning newsletters and advisories.

The program eliminates much of the day-to-day management of an individual's financial affairs and places that responsibility on the consultant. Assistance is provided in the implementation of all strategies.

A summary list of areas that will be reviewed, in both the Senior Level program and the Basic Level program includes: cash flow or debt management, structuring and monitoring an investment portfolio, tax minimization strategies, planning for children's education, structuring an estate plan and determining insurance needs.

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