exec perks

Executive Perks Program

Executive Perks ProgramExecutive Perks Program

Busy executives deserve an integrated

benefit program that takes the worry out of

achieving personal financial security

Executive Perks ProgramExecutive Perks ProgramThe plight of today’s business executives:

• Operate in an increasingly uncertain economic environment

• Competitors are working to capture market share from you

• Constant demand for time means personal affairs may be neglected

• Majority of business owners and executives do not meet their personal financial goals

Executive Perks ProgramExecutive Perks Program

An integrated financial advisory service offered by smart companies that want to free their executives from the worry of their personal financial futures

Executive Perks ProgramExecutive Perks Program

• Modeled after programs offered to executives by Fortune 100 companies

• An effective way to make personalized financial planning and implementation available to today’s busy executive

Executive Perks ProgramExecutive Perks ProgramBenefits to the company:• Helps recruit the best executives for key positions• Allows executives to focus on company business

objectives• Executive appreciates the full value of the

company’s benefit program which strengthens relationships, increases loyalty and aids in retention

Executive Perks ProgramExecutive Perks Program

Additional benefits to the company:• Confidential relationship between the executive and

the advisor helps to eliminate company liability• Financial advice to executives is sensitive to the

company’s corporate reporting responsibilities• Customizes services to fit the needs of executives

and/or company cafeteria plan

Executive Perks ProgramExecutive Perks Program

Still more benefits to the company:• Is fixed fee based, reflecting our commitment to a

long term relationship• Maximizes the value of the plan by offering timely

implementation • Frees up time in Human Resources and provides

valuable feedback on benefit plans

Executive Perks ProgramExecutive Perks ProgramBenefits to the Executive:• Work with an interdisciplinary team led by an

experienced, credentialed senior financial advisor• Proprietary planning process that considers financial

and non-financial goals to create a detailed personalized plan

• Independent, confidential advice on all financial matters

Executive Perks ProgramExecutive Perks ProgramAdditional benefits to the Executive:• Extensive help with prioritizing and implementing

actions that will improve long term financial success• Experience greater peace of mind as well as provide

assurance to his/her spouse• Option of adding tax preparation and investment

management

How It WorksHow It WorksExecutive Perks has three levels: I, II and III

• Meets the needs of companies of all sizes• Flexibility allows choice of different levels of the

program for mid-level or senior executives • Modify any of the levels to create a unique benefit

program • Executives can add specific services, billed to

them personally

Executive Perks IExecutive Perks I

Meets basic financial planning needs of everyexecutive within the budget of all companies

Our team will:– Conduct a data and goal clarification interview– Determine investment profile– Develop retirement planning projections

Executive Perks IExecutive Perks I

Additional services we will provide:• Make education funding projections• Provide an analysis of insurance needs• Perform basic estate review• Present financial planning recommendations• Conduct annual review and update• Optional: choose additional services from

Executive Perks II or III

Executive Perks IIExecutive Perks II

Offers enhanced financial advisory services and includes all of the services provided in Level I, plus:

• Detailed analysis investment report• Tax return review and recommendations• Estate projections and recommendations• Detailed presentation with spouse

Executive Perks IIExecutive Perks II

Additional Executive Perks II services:

• Quarterly reviews and updates• Optional: choose additional services from Executive

Perks III

Executive Perks IIIExecutive Perks IIIProvides the ultimate in integrated financial advisory services and includes all of the services offered in Levels I and II, plus:

• Stock option exercise strategies

• Tax return preparation and planning

• Investment implementation and monitoring

• Develop asset protection strategies

• Unlimited teleconferencing with senior advisor

Why Choose Weaver and TidwellWhy Choose Weaver and Tidwell

• The firm

• Our leadership

• Our accounting firm affiliate

• Our professional partners

The FirmThe Firm

Weaver and Tidwell Financial Advisors, Ltd.

– Named by Bloomberg Wealth Manager magazine as a “Top Wealth Manager”

– The only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm

– Combined 150 years dealing with executives– Team of credentialed financial advisors

Our LeadershipOur LeadershipDavid C. Sego, CFP®, PFS

Managing Director

• Twenty years of public accounting experience• Practice concentration in tax, business, and

financial consulting for individuals and businesses• Certified Financial Planner; PFS (AICPA)

Our LeadershipOur LeadershipAlan Goldfarb, CFP®,AIF®

Chief Financial Strategist

• A leader in the financial counseling industry since the early 1970's

• Top 100 financial advisors in the U.S. (Worth magazine)• Accredited Investment Fiduciary (AIF) designation (Center

for Fiduciary Studies)• Admitted to Paladin Registry with a five-star rating, the

highest awarded by the service

Our LeadershipOur LeadershipRick Petty, CFP®, CRPC

Senior Financial Advisor

• Over 15 years of financial planning experience

• MBA, Financial Planning Services (University of Dallas)

• Certified Financial Planner; CFP®, (College of Financial Planning)

Our LeadershipOur LeadershipMike Benedict, CFP®

Senior Financial Advisor• Over 15 years experience providing financial services • MBA, Financial Planning Services (University of Dallas)• Certified Financial Planner; CFP®, (College of Financial

Planning)• Named by "D" magazine as one of the top financial

advisors in the Dallas/Fort Worth Metroplex • Member, Financial Planning Association

AffiliationsAffiliationsWeaver and Tidwell, L.L.P.:• Ranked as a “Top 100 Largest Public Accounting Firm” by

Public Accounting Report • Southwest’s largest independent regional accounting firm

as ranked by Practical Accountant Magazine • Resources include:

– Estate planning

– Retirement plan design and administration

– Tax planning and return preparation

Our PartnersOur PartnersProfessional relationships with:

– Credit Suisse First Boston

– Frank Russell

– Charles Schwab

– Morningstar

– Raymond James Financial Services

– TD Waterhouse

– Thompson Financial

Next StepsNext Steps

• We will answer any questions you may have today, and work with your designee to address issues and concerns

• We will prepare a no-obligation proposal that is tailored to your needs

Our MissionOur Mission

To help our clients become and remain financially independent so they can spend their lives doing what they enjoy most