Employer PFP Benefit Program

Many of our corporate clients are continually looking for "tax-wise" methods to use corporate dollars to provide benefits to key employees. TMLG is offering a new and objective financial planning service that you may want to offer to select employees.

This service is totally objective and is not designed to market financial products such as insurance or specific investments.

Benefits

This service will assist those employees that you choose in the following areas:

	Assess their current financial status and identify problem areas.
	Suggest legal methods to reduce and defer taxes in accordance with their personal needs.
	Objectively review their existing life and disability insurance coverage.
	Offer specific steps over a 12-month period to achieve a more balanced coverage.

Computer Financial Plan

We can provide your employees with a computer-generated assessment and action plan that is totally customized and written in an easily understood manner. The comprehensive report covers education funding, retirement planning, investment strategies, life and disability insurance, and estate planning.

Our employer sponsored program allows a volume discount price for your employees and a benefit deduction for you, the employer.

For example the employee discount pricing range is from $295 to $595 compared with normal financial plan costs ranging from $595 to $1,500.

[ Home ] [ Up ]

Use our Information Request Form for more information or a quote on any of our products and services.
Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees.
Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights

Employer PFP Benefit Program

Benefits

Computer Financial Plan

Use our Information Request Form for more information or a quote on any of our products and services. Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees. Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights

Send mail to NMance@tmlg.com with questions or comments about this web site. Copyright © 2000 The Mance Leahy Group Last modified: April 29, 2004

Use our Information Request Form for more information or a quote on any of our products and services.
Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees.
Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights

Send mail to NMance@tmlg.com with questions or comments about this web site.
Copyright © 2000 The Mance Leahy Group
Last modified: April 29, 2004