We are in uncharted times for the business community. The rapid growth of new technologies, coupled with globalization, the diversification of capital markets, and increasingly complex governance and regulatory issues are forcing corporate executives to spend more time and energy seeking solutions to enhance the long term prospects of their companies and to reward their shareholders.

But who is watching out for the executives’ long term financial security?

EBS professionals provide comprehensive, individualized, personal financial planning for the people who run organizations. With our assistance, executives can be confident that their financial needs are being addressed and they can focus their attention on what they do best, managing the company to its fullest.

Personal financial planning services include:

  • Goal Setting
  • Cash Flow Management
  • Debt Management
  • Compensation Planning
  • Stock Option Planning
  • Income Tax Planning and Preparation
  • Retirement and Benefits Planning
  • Education Funding Planning
  • Estate and Gift Planning