Executive Financial Planning Services

To provide a comprehensive, integrated approach to financial decision-making, we offer services and expertise for Business Owners and Executives.

Business Owner Financial Planning

You've spent your working years building a successful company. How will that effort translate into long-term security for you and your family? Using state-of-the-art techniques, your Hantz Financial Services (HFS) business consultant can help you ensure that when it comes to retirement, an unexpected disability, or an untimely death, your business will be there for you - just as you've always been there for it. We also look into the structure of your company to ensure that you are using all available tax-planning, estate-planning, and liability-management techniques effectively. Whether you are just beginning to taste success in your field or are seeking to pass the torch, we can help put your business to work for you.

Executive Compensation

Every business has certain key people who drive its success. How do you reward and retain yours? Our executive compensation planning can assist you in designing an effective program to reward you and your key employees for their contributions to the company’s success and, more importantly, to help retain them in the future. Our custom-designed compensation plans will allow you to reward your key people in ways they will appreciate while keeping your costs to a manageable level.

Tax Planning

The IRS taxes success. Your officers and executives who have achieved much in their careers face a different set of challenges than most. An HFS Advanced Planning specialist can help them design and implement a custom-made comprehensive financial plan that will encompass everything from advanced investment strategies to in-depth income-tax and estate planning.

Financial Planning

HFS financial consultants are different from other financial professionals because they take an integrated approach to the planning process. Your HFS financial consultant uses your comprehensive financial analysis as the basis for any recommendations. We also consult with and coordinate the efforts of other professionals who can add value to our clients' situation. Our integrated approach combines the six main facets of your financial universe:

• Asset and liability management
• Risk management
• Goal and investment planning
• Tax planning
• Retirement planning
• Estate planning

For a free consultation with a specialist, please provide us with the following information:

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