WealthFit
A comprehensive wealth assessment to ensure proper
wealth management strategies and an appropriate level of
retirement readiness
The WealthFit Program aims to provide financial peace of mind by ensuring each participant has specific, measurable goals, a solid understanding of retirement planning and a clear and concise process to follow. A successful retirement plan is predicated on excellent wealth management skills and athorough understanding of what your future retirement will look like.
Planning for Wealth
The WealthFit Program is a comprehensive two-fold
assessment. A key strength of the WealthFit Program is the emphasis on
quality. An independent, Certified Financial Planner (CFP) will work
directly with each executive, as well as with their spouse or partner,
to design a complete wealth management or retirement plan, based on a
thorough analysis of the following:
Wealth Management Process:
- Debt Reduction & Risk Management
- Asset Accumulation
- Investment Strategy & Management
- Retirement Planning
- Retirement Income & Tax Planning
- Estate Planning and Generation Asset Transfer
Lifestyles Retirement Readiness Assessment:
- Establish basic retirement lifestyles needs
- Understand retirement goals & wants
- Uncover transferable skills and qualities
- Determine level of retirement readiness
The Value of WealthFit Investment
Without proper planning, retirement goals fall short. ExecuCorp’s WealthFit program can determine if you are on track, both financially, and emotionally. Each plan is customized to meet your specific goals using sophisticated planning software. A comprehensive report includes detailed recommendations, an action plan and a resource guide for you to follow.
Additional industry regulations have elevated the need
for companies to offer retirement savings plan and investment education
to their employees. WealthFit is an excellent tool for employers to use
to communicate with employees about investment management, and retirement planning.
