Certified Financial Planner™ Services

Benefit:

  • Helps retain key employees by providing significant personal benefit and enhancing their financial peace of mind
  • Helps reduce likelihood of personal financial problems for key employees that could affect employee productivity and effectiveness
  • Reduces employee stress by creating a financial roadmap to reach personal and financial goals, including retirement planning
  • Sets the stage for more successful transitions in family businesses by helping owners and next-generation owners/leaders understand their financial picture

Who’s most likely to benefit:

  • Organizations which are preparing for an ownership and/or leadership transition
  • Organizations whose leaders and owners have significant assets or, conversely, are concerned about a lack of assets
  • Family-owned or closely held businesses whose next-generation owners and leaders could benefit from an understanding of financial planning
  • Employees or individuals who have significant assets and seek to understand how to build and preserve their wealth

Description:

Do you have enough money to meet your personal and financial goals? If not, how can you get there? AGH Employer Solutions' Certified Financial Planners™ (CFP®) can help business owners, leaders and employees make informed personal and professional decisions and reduce financial stresses through development of a personal financial plan. Based on your goals, a personal financial plan evaluates and incorporates recommendations for cash management, retirement planning, estate planning, tax planning, risk management and asset management.

For business owners, a personal financial plan can help clarify decisions about succession and estate planning, merger and acquisitions and other business transitions that may be necessary to achieve financial independence or other goals. For executives, financial planning services can offer a road map for wealth building and preservation. For everyone, personal financial plans can draw a complete picture of your current financial situation, contrast it with what you need to achieve your goals, and help you develop strategies to reach those goals.

Our CFPs are part of a small minority who offer fee-only planning services without selling financial products or investments, to deliver recommendations without regard for commission fees. An AGH Employer Solutions affiliate can assist with asset management, or our CFPs can also work with an organization or individual’s current asset manager to match specific assets against the recommendations of the financial plan.